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Headstart Financial Planning
“Friendly , professional staff . Great service”
Best Financial Advisors in Bournemouth
Handpicked from 42 vetted & reviewed Financial Planning & Wealth Management firms in the Bournemouth area, discover the top 5 elite providers among the selected group of 24 finalists.
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St Barts Finance
Mortgages, Investments, Insurance
“Outstanding service from Andrea along with Charlotte, both of them very professional and caring, they helped me and kept me updated throughout all the process. I would definitely recommend them and St Barts team!”
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Charlwood IFA - Independent Financial Advisers
Wealth Management, Pensions and Retirement Planning, Inheritance Tax Planning
“A most professional, yet friendly, team. Always respond promptly and deal with queries in a manner which instils confidence. It is a pleasure to have them working for us to manage our finances and, hence, our future!”
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Independence Assured
Protection Planning, Client Login, Mortgage Services
“First class service, arranged our mortgage without any stress.”
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The Chatsworth Practice
“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...”
Qualification Criteria for best of Winners
Minimum Overall Score
97 (100)
Minimum Reputation Rank
97.8 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Libertas Financial Planning
“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”
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Msiva
“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.”
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Colin Hookey Investment Consultants
“Colin Hookey provide bespoke financial lifestyle planning designed to help you and yours enjoy life to the full. We are dedicated to helping you enjoy life to the full by maximising the value of independent financial advice. We offer lifestyle financ...”
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Dorset Mortgage Group
“We have been very impressed with the service and advice given by the Dorset Mortgage Group for our daughter and ourselves, in a somewhat complicated situation. They have been very professional and friendly and found us a product suitable for our need...”
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Northover & Co
Business Accounting, Professional Fee Protection Service, Making Tax Digital (Mtd)
“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...”
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FTA Financial & Wealth Management
“Sue Delahunty and more recently Adam Brookbanks have looked after my health insurance, will and financial security arrangements for the best part of 2 decades. They are approachable, communicative, knowledgeable, efficient and have offered very good ...”
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Chris Bibb Independent Financial Advice
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...”
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City Mortgage Advisor
“Steve is diligent, experienced, and knows the industry. Importantly too, he's an easy guy to talk with and makes the process easy to understand with little complications. The best mortgage advisor in Bournemouth in my view, and I've had experiences w...”
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Farley & Thompson
Advisory Management & Dealing, Links, Becoming a Client
“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...”
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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”
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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...”
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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 ...”
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Astute Money Management
“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!”
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JLT Wealth Management
“Disabled accessible and really friendly consultants.”
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Bowden Financial Management
“We are a Chartered 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...”
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MAB Financial Consultants
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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...”
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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...”
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Burgess & Lee
“We recently used the services of Jack Baker for our mortgage and I cant recommend him to anyone enough. As we were first time buyers, he was fully aware, very patient and extremely helpful in all aspects. A really nice guy and wouldn't hesitate to us...”
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
Why these companies made our list
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