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Best Financial Advisors in Weymouth

Handpicked from 55 vetted & reviewed Financial Planning & Wealth Management firms in the Weymouth area, discover the top 5 standout choices among the selected group of 24 finalists.

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Nicholas Carroll & Financial Associates

Nicholas Carroll & Financial Associates

(1)
“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...”
Lynch Lane Offices, Weymouth DT4 9DN
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James Young Associates

James Young Associates

(40)
  • Pension
  • Mortgage
  • Knowledge
“Highly recommended Ben Mills at James Young Associates. Ben has been incredibly helpful with my mortgages and is super knowledgeably and problem solving with challenging situations. Thank you Ben x”
30+ Years Experience
Family Business
106A Radipole Ln, Southill, Weymouth DT4 9RT
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Money Matters FS

Money Matters FS

(10)
  • 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 .”
30+ Years Experience
5 Park St, Weymouth DT4 7DQ
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Pennywise

Pennywise

(6)
Pension Planning, Savings & Investments, Equity Release
“Brilliant service, been with Pennywise/PhIl Sims from my previous purchase and stayed with them for this new one. I could not have been happier with the service provided, there where multiple complications (not caused by them) which lead to 3 diffe...”
1 School St, Weymouth DT4 8NH
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Holt Financial Services

Holt Financial Services

(2)
Savings, Retirement Planning, Personal, Business & Mortgage Protection
“Ben Holt was extremely helpful, knowledgeable, and friendly . I have no hesitation in recommending this Company and would use them again should the occasion arise.”
20+ Years Experience
Hall, Lynch Lane Offices, Egdon, Lynch Ln, Weymouth DT4 9DN
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Best of 2025

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
97.6 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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Casterbridge Hardy

Casterbridge Hardy

(2)
“A good accountant is worth every penny. That is certainly true for Casterbridge Hardy LLC. I can highly recommend them.”
Licensed
53 Bowleaze Coveway, Weymouth DT3 6PL
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Chesil Financial Planning - Financial Advisers Weymouth

Chesil Financial Planning - Financial Advisers Weymouth

(6)
  • 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.”
Offers Financing Options
Lynch Lane Offices, Lynch Ln, Weymouth DT4 9DN
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True Potential

True Potential

4 Avocet Cl, Chickerell, Weymouth DT3 4NR
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PJ Aiken

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;...”
4 Trinity St, Dorchester DT1 1TT
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Gillinghams Independent Financial Advisers

Gillinghams Independent Financial Advisers

(1)
“Great staff team always welcoming and knowledgeable.”
Transparent Fees & Pricing
Serving Weymouth Area
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Poundbury Wealth Management

Poundbury Wealth Management

(5)
“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...”
Alan Wing House, 34A Holmead Walk, Poundbury, Dorchester DT1 3GE
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Kennedy Legg

Kennedy Legg

Self Assessment Tax Returns, New Client, Payroll Services
“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...”
In Business Since 2010
10 Prince of Wales Rd, Dorchester DT1 1PW
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Cato Strategic

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.”
In Business Since 2010
1 Burraton Square, Poundbury, Dorchester DT1 3GR
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The Wilcox Young Partnership

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...”
30A South St, Dorchester DT1 1BY
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Fhoenix Financial Services

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 ...”
In Business Since 2005
Serving Weymouth Area
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Stanfield Financial Planning

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...”
30+ Years Experience
Offers Financing Options
Serving Weymouth Area
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Ballantine Wealth Management

Ballantine Wealth Management

(50)
  • Understand
  • Pensions
  • Knowledge
“I just had an initial conversation with Joe Stephenson, he was really helpful, gave me some useful advice and was honest and open about the services they provide. Thanks Joe :)”
Serving Weymouth Area
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Five Financial Wealth Management

Five Financial Wealth Management

(3)
“As first-time buyers, Five Financial did an excellent job of finding suitable mortgage products and explaining and advising on the various options. The things that stood out to make this a five star review were: the advisor going out of his way to ma...”
7 Turbetts Cl, Lytchett Matravers, Poole BH16 6HF
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The Minster Partnership

The Minster Partnership

(1)
“Friendly, impartial and sage financial advice. When banks' computer algorithms said "no", the TMP helped me secure a remortgage with comparative ease. Great communications and an equally great experience all round with Ray and the wider team at TMP...”
Serving Weymouth Area
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Albert Goodman Chartered Accountants

Albert Goodman Chartered Accountants

(46)
  • Efficient
  • Sale
  • Happy
“Sophie Baker did a wonderful job guiding me through the TRS authorisation process. Thank you for your patience! Positive Responsiveness, Quality, Professionalism, Value”
Transparent Fees & Pricing
Family Business
Serving Weymouth Area
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Baggette + Co Wealth Management

Baggette + Co Wealth Management

(50)
  • Knowledge
  • Pension
  • Market
“Trusting someone with your money can be a daunting task but I was completely put at ease and knew I was in safe hands right from the start. I would highly recommend to anyone!”
Transparent Fees & Pricing
North House, Braeside Business Park, Sterte Ave W, Poole BH15 2BX
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PSH Mortgages

PSH Mortgages

(50)
  • Options
  • First Time Buyer
  • Product
“James was outstanding, his reassurance was invaluable in this stressful process! I would recommend to anyone, particularly first time buyers. Thank you!”
21 Charborough Cl, Lytchett Matravers, Poole BH16 6DJ
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Charlwood IFA - Independent Financial Advisers

Charlwood IFA - Independent Financial Advisers

(50)
Inheritance Tax Planning, Wealth Management, Investments
“Have no hesitation is recommending the team at Charlwood who have really looked after me since moving to them a couple of years ago and in my view offer a different and more proactive approach Positive Responsiveness, Professionalism, Value”
In Business Since 2006
35 Seamoor Rd, Westbourne, Bournemouth BH4 9AE
Featured

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Apex CB Financial Planning

Apex CB Financial Planning

(44)
  • Questions
  • Understanding
  • Future
“I am delighted with my dealings with Apex. Everything his always explained in terms that even I can understand and I am never made to feel that I am asking a stupid question. Any communications are always answered very quickly.”
In Business Since 2009
Suite 2 Jellicoe House, Station Rd, Holton Heath, Poole BH16 6HX
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Retirement Planning and Investment Management Services in Weymouth Cost Estimates

Minimum cost
£1213
Maximum cost
£10299
National Average
£3635
Avg Per Hour Rates
£365
£2424
£6664
Fair price range is based on 255 cost profiles
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Average Cost £3635
Minimum cost £1213
Maximum cost £10299
Avg Per Hour Rates £365

Fair range $2424 to $6664 is based on 255 cost profiles.

Why these companies made our list

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