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Best Financial Advisors in Dorchester
The highest-rated Financial Planning & Wealth Management companies out of 143 vetted & reviewed in the Dorchester area.
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Poundbury Wealth Management
“We have known Tim and his wife Katy, for a number of years. They are charming people and Tim has looked after our investments very well. He clearly has a good knowledge of his 'field' of expertise and judging by the number of happy clients at his Chr...”
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Kennedy Legg
Bookkeeping Services, Payroll Services, Self Assessment Tax Returns
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The Wilcox Young Partnership
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KWL Wealth Management
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James Young Associates
- First Rate
- Life Insurance
- Couple
“I had a great experience with James Young, it wasn't exactly straightforward for me getting a mortgage and Ben gave me expert advice throughout the whole process. Thank you for helping me get on the ladder!”
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Pennywise
Business Protection, Pension Planning, Mortgages
“Honestly was absolutely fantastic, me and my wife had multiple properties fall through and spent almost a year searching for our first house. Phil was very professional, reliable and easily contactable which made our very stressful process much less ...”
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Money Matters FS
- Pension
“I have every confidence with Money Matters FS Ltd looking after my investments . I am planning to talk to them about other investments which I need advice with . I'm very pleased with the service I received .”
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Holt Financial Services
Retirement Planning, Savings, Personal, Business & Mortgage Protection
“Ben was very helpful,wouldn't hesitate to recommend his services,he resolved problems in weeks that I had spent months just going round in circles
Many thanks Ben”
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Blue Fox Wealth
- Pensions
“I have always found Stephanie Dyke and her colleague Vicky to be very helpful. Initially, I wanted advice on savings but I quickly found out that I also needed to think about pensions.
Stephanie explains matters in simple, plain English. I cannot re...”
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Chesil Financial Planning - Financial Advisers Weymouth
- Pension
“I would not hesitate to recommend Chesil Financial Planning. Kirsty is fantastic and goes above and beyond with her advice and communications. Our whole family uses Chesil and they look after us very well.”
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Gillinghams Independent Financial Advisers
“Great staff team always welcoming and knowledgeable.”
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Prosper Financial Solutions
“Excellent service, top people there that are very helpful. Highly recommend to anyone.”
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Nicholas Carroll & Financial Associates
“Nick is an excellent financial advisor, no question or job too much, he has collected my pensions gathered from years and employment gone by and put them together in a more manageable and results driven way making my future, one that has a focus and...”
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True Potential
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Upper Street Financial Planning
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Alchemy Financial Limited
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Fhoenix Financial Services
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Eva Wealth Management For Women
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Blackmore Vale Financial Services
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Stanfield Financial Planning
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Baggette + Co Wealth Management
- Oscar
- Financial Advisor
- Options
“Baggette has been managing my ISA and General Investment Account for several years now. Oscar continues to provide sound advice across investments, pension plans, and property.”
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Albert Goodman Chartered Accountants
- Sale
- Efficient
- Happy
“Albert Goodman have dealt with our accountancy and investment requirements for a number of years always giving the best attention and we would thoroughly recommend their services.”
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PSH Mortgages
- Solicitors
- Fee
- Insurance
“James was our Financial Adviser and was absolutely brilliant. He was quick to respond to any queries I had, always on the end of the phone and managed to get me a good deal when remortgaging. 100% recommend their services.”
Retirement Planning and Investment Management Services in Dorchester Cost Estimates
Minimum cost
£1176
Maximum cost
£9989
National Average
£3526
Avg Per Hour Rates
£354
£2351
£6464
Average price range is based on
289 cost profiles
Why these companies made our list
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