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Best Financial Advisors in Bournemouth

The highest-rated Financial Planning & Wealth Management companies out of 42 vetted & reviewed in the Bournemouth area.

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St Barts Finance Bournemouth

St Barts Finance Bournemouth

(48)
Mortgage, Other Services, Investment
“Brad Fry is absolutely amazing! Excellent service and exceptional professionalism, very wide range of products in access, friendly and on time service! I definitely recommend to anyone! Many many thanks!”
99 Old Christchurch Rd, Bournemouth BH1 1ER
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7 Things to Consider when Releasing Equity from Your Home. When taking equity out of your home, whether this is a lifetime mortgage or a home reversion plan, it is always best to consider your options before you take the plunge. A wise move would be to get in touch with a financial advisor so they can go over the small print and finer details, but here are a few general points to think about before making the next step.

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Charlwood IFA - Independent Financial Advisers

Charlwood IFA - Independent Financial Advisers

(50)
Wealth Management, Pensions and Retirement Planning, Inheritance Tax Planning
“We have been with Charlwood now for over 10 years and the team have always provided an excellent and friendly service. They have helped with investments for 3 generations of our family and we are extremely satisfied with the service”
In Business Since 2006
35 Seamoor Rd, Westbourne, Bournemouth BH4 9AE
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Independence Assured

Independence Assured

(1)
Protection Planning, Client Login, Mortgage Services
“First class service, arranged our mortgage without any stress.”
In Business Since 2002
Family Business
55 Braidley Rd, Bournemouth BH2 6JY
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Northover & Co

Northover & Co

(14)
Business Accounting, Making Tax Digital (Mtd), Professional Fee Protection Service
“Northover & Co has been looking after both my company and my personal accounts and tax affairs for over 12 years. We started off our business relationship using Excel spreadsheets to record financial transactions. More recently, Denise at Northover...”
132a Bournemouth Rd, Chandler's Ford, Eastleigh SO53 3AL
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Libertas Financial Planning

Libertas Financial Planning

(2)
“We have recently done business with Paul at Libertas Financial Planning Ltd, highly recommend. Very professional and pleasure to work with. George- Whole In one Golf”
8-10 Christchurch Rd, Bournemouth BH1 3NA
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Msiva

Msiva

(1)
“MSIVA provided me with a caring and professional service. The result of my claim was better than I had expected and they were with me through the whole process. I could not be more pleased and would recommend them to anyone.”
30+ Years Experience
784 Christchurch Rd, Boscombe, Bournemouth BH7 6DD
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Headstart Financial Planning

Headstart Financial Planning

(1)
“Friendly , professional staff . Great service”
35+ Years Experience
274-278 Wimborne Rd, Talbot Woods, Bournemouth BH3 7AT
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Dorset Mortgage Group

Dorset Mortgage Group

“Dorset Mortgage Group Ltd is an appointed representative of PRIMIS Mortgage Network, a trading Name of Personal Touch Financial Services Ltd. Personal Touch Financial Services Ltd is authorised and regulated by the Financial Conduct Authority.”
Alum Chine, Westbourne, Bournemouth BH4 8AN
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Edward Chappell Financial Services

Edward Chappell Financial Services

(1)
Wealth Management, Financial Planning, Retirement Planning
“Very polite and knowledgeable. Edward built an excellent portfolio for my Mum, I can't thank him enough for his hard work.”
Transparent Fees & Pricing
2, Surrey Glade, 68 Surrey Rd, Bournemouth BH4 9AH
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FTA Financial & Wealth Management

FTA Financial & Wealth Management

(8)
  • Meeting
“Adam and the team have been advising and supporting me and my wife for around 5 years. He has always provided sound advice in a friendly, but professional manner. I recall the first time meeting Adam, and my pensions were such a wide, complex set of ...”
In Business Since 2016
67 Poole Rd, Westbourne, Bournemouth BH4 9BA
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Breward Financial Planning

Breward Financial Planning

(7)
  • Investment
  • Future
  • Chat
“I was recommended Craig by a friend. From the start it was clear it was the right decision. Compared to other FA's I have talked with, he focused solely on my individual capitol growth, as opposed to charges and fees others FA's started with. Thro...”
648 Castle Ln W, Bournemouth BH8 9UG
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Chris Bibb Independent Financial Advice

Chris Bibb Independent Financial Advice

(1)
Pensions & Retirement Planning, Protecting Loved Ones & Lifestyle, Inheritance Tax & Estate Planning
“I have used Chris and the team for over 17 years. They always make sure that I'm fully informed of the best options available to me, have fantastic communications and are super efficient. Their friendly and understanding approach is second to none. H...”
Suite 2, Hamilton Court House, 1-3 Alum Chine Rd, Westbourne, Bournemouth BH4 8DT
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The Chatsworth Practice

The Chatsworth Practice

(1)
“We used David at the Chatsworth Practice on a personal recommendation from a friend and he certainly did not disappoint. Having already tried another mortgage broker who had only seemed to present us with reasons he couldn't get us the mortgage we r...”
20+ Years Experience
Family Business
23 Hinton Rd, Bournemouth BH1 2EF
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Holborn Assets

Holborn Assets

Investments, Employee Benefits, Insurance
“It may seem an obvious thing to say but our clients are our business, so naturally when selecting advisers to work with only the most qualified and experienced need apply. The majority originate from the tough regulatory regime of the UK where excell...”
In Business Since 2001
Family Business
Transparent Fees & Pricing
Floor 1, Suit 3&4, Telephone House, 18 Christchurch Rd, Bournemouth BH1 3NE
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Lorica Saltus Wealth

Lorica Saltus Wealth

“It's about working closely with you to determine what you want from life and how your finances can achieve it. Our planners work in partnership with our clients to help them understand how to make the most out of their money, reduce their tax burden ...”
Transparent Fees & Pricing
26-32 Oxford Rd, Bournemouth BH8 8EZ
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Harney & Co Accountants

Harney & Co Accountants

Limited Company Accounts, Sole Trader Accounts, Audit Services
“"Harney & Co Ltd are a great team who work extremely hard together to provide us with all accounting matters, both for business and personal. Steve and Sally have a wealth of knowledge, are professional, have the ability to explain complex accounting...”
58 Kinson Rd, Bournemouth BH10 4AN
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Light Cason Associates

Light Cason Associates

Savings, Investments, Inheritance Tax
“We are situated in an old bank at 1123 Christchurch Road, Bournemouth. We are happy to welcome new and existing clients to our offices or, subject to your location, we will visit you at home or your office to discuss your requirements. Please”
40+ Years Experience
1123 Christchurch Rd, Bournemouth BH7 6BQ
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Farley & Thompson

Farley & Thompson

(2)
“Farley & Thompson is an independent private client stockbroker, with more than 80 years of successful history, that prides itself on service and flexibility. The firm makes no attempt to be all things to all people and at times, malicious individual...”
Pine Grange, Bath Rd, Bournemouth BH1 2NU
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JLT Wealth Management

JLT Wealth Management

(1)
“Disabled accessible and really friendly consultants.”
35 Richmond Hill, Bournemouth BH2 6HT
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Astute Money Management

Astute Money Management

(1)
“Being a self employed worker i was unsure on how to handle my accounts. Astute have provided me with an excellent money management service which is very nice to have as i need to put 100% of my attention into my business!”
12 Meyrick Park Cres, Talbot Woods, Bournemouth BH3 7AQ
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MAB Financial Consultants

MAB Financial Consultants

3 Lorne Park Rd, Bournemouth BH1 1LD
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Bowden Financial Management

Bowden Financial Management

“We are a Financial Planning firm offering a bespoke and personal service to those in need of independent financial advice. We pride ourselves on developing strong, long term relationships and do this through working closely with our clients and takin...”
In Business Since 2012
Bourne House, 23 Hinton Rd, Bournemouth BH1 2EF
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Seymour Keogh

Seymour Keogh

Exit Strategies, Business Disaster Recovery Plans, Employee Benefits Management
“We realise not all these areas may be applicable, we're here to offer ongoing advice and support to help you establish the most suitable plan for your circumstances which is as flexible and adaptable as you need it to be for your business and into re...”
In Business Since 2020
Family Business
1105 Christchurch Rd, Bournemouth BH7 6BQ
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Nick Carter

Nick Carter

“In 2013, I recognised that I could provide clients with a better service and the best possible advice by setting up my own business, so accepted an invitation to become a Partner of St. James's Place. Now, I focus on promoting the development of life...”
Offers Financing Options
4, Oakhill, 59A Bournemouth Rd, Poole BH14 0EN
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Retirement Planning and Investment Management Services in Bournemouth Cost Estimates

Minimum cost
£1246
Maximum cost
£10583
National Average
£3735
Avg Per Hour Rates
£375
£2491
£6848
Fair price range is based on 413 cost profiles
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Average Cost £3735
Minimum cost £1246
Maximum cost £10583
Avg Per Hour Rates £375

Fair range $2491 to $6848 is based on 413 cost profiles.

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