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Blueberry Wealth Management
“Blueberry have always been extremely helpful when dealing with my pensions”
Best Financial Advisors in Dorchester
Handpicked from 143 vetted & reviewed Financial Planning & Wealth Management firms in the Dorchester area, explore the top 5 standout choices among the selected group of 24 finalists.
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Blue Fox Wealth
“Very good financial advisor,really helped out my mother with her pensions and Investments.”
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KWL Wealth Management
“We provide financial advice to private individuals, businesses and trustees. Our team have the industry qualifications and expertise needed to provide advice across the wide range of financial products and services. We are based in Wiltshire, Somerse...”
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PJ Aiken
“With a presence in Dorset's county town for over forty years, we at P J Aiken Limited pride ourselves in offering our clients a personal, bespoke, and professional service, as every client is different and unique. We look forward to working with you;...”
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Poundbury Wealth Management
“I was introduced to Tim G and P.W.M. by a good friend. The first meeting, we got on so well, it felt I had known Tim for years. I am always welcomed when I go to the P.W.M. office, and kept up to date with relevant information as political events cha...”
Qualification Criteria for best of Winners
Minimum Overall Score
96 (100)
Minimum Reputation Rank
99.6 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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Kennedy Legg
Bookkeeping Services, Payroll Services, Self Assessment Tax Returns
“A wide range of services are offered including: Accountancy, Taxation, Business and Financial Planning. As we pride ourselves on having good working associations with some of the UK's top VAT and Taxation consultants, we don't believe you will find a...”
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The Wilcox Young Partnership
“Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical pl...”
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Cato Strategic
“Cato Strategic offers a wealth of experience combined with a broad knowledge of corporate finance strategy and execution, management structure, reporting systems, financing techniques and corporate governance.”
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Pennywise
Business Protection, Pension Planning, Mortgages
“Very professional service but also friendly and approachable. Good sound advice and service given always with the individuals needs in mind.”
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Holt Financial Services
Personal, Business & Mortgage Protection, Retirement Planning, Savings
“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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Casterbridge Hardy
Taxation, Accountancy, Business
“Amazing!!! Will come again”
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Money Matters FS
“Very helpful and friendly and providing a professional service.”
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Sandisons
Back to Main Menu, Back to Main Menu, Back to Main Menu
“Not the cheapest, but superb service and very professional theres a good saying - YOU GET WHAT YOU PAY FOR!.”
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Prosper Financial Solutions
“Excellent service, top people there that are very helpful. Highly recommend to anyone.”
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Anglebury Financial Associates
“John and Tim have been very helpful with a number of our sales and purchases, keeping us informed of progress and issues on the way.”
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True Potential
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Alchemy Financial Limited
“Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical pl...”
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Blackmore Vale Financial Services
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Fhoenix Financial Services
“Our ongoing service is personal to you and ensures we keep your goals at the forefront of your financial planning. If you agree to our ongoing service, because life is full of surprises and changes we will meet with you regularly to review your plan ...”
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Stanfield Financial Planning
“After years of financial mismanagement with various advisers, Paul was recommended to us. What a revelation he has been; he has always made sure that we have understood what our choices are and helped us invest wisely. Thank you for your patience and...”
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Baggette & Co Wealth Management
Charities
“Oscar and his team give you the feeling of being in good hands. They take the time to explain the complex matter of investments and pensions and adjust the options to individual needs.”
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BKB Accountants
R & D Tax Credit Claims, Business Start Up Advice, Bookkeeping, Payroll & Support
“We've been with BKB since we established our business and they have been at our side as we have grown, providing valuable support and advice along the way. Every member of the team we have worked with has been professional, diligent and knowledgeable...”
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Blue Sky Financial Planning
Comprehensive Financial Planning, Executives & Professionals, Health and Wealth
“Excellent staff and excellent service. Would highly recommend.”
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Headstart Financial Planning
“Friendly , professional staff . Great service”
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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