Wimborne

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Best Financial Advisors in Wimborne

Handpicked from 35 vetted & reviewed Financial Planning & Wealth Management firms in the Wimborne area, discover the top 5 elite providers among the selected group of 24 finalists.

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Ward Goodman

Ward Goodman

(8)
Business Services, Private Clients, Payroll Service
“I'd like to send my appreciation to Adrian for laying out some excellent advice in a preliminary, no commitment required chat. I found their use of language and broad understanding very insightful with my circumstances. Would highly recommend, and wi...”
4 Cedar Park, Ferndown, Wimborne BH21 7SF
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Lester Brunt Wealth Management

Lester Brunt Wealth Management

(7)
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“Martin Brunt and this team have advised on growing and protecting our family wealth for a number of years. Martin is very knowledgeable and pragmatic. He brings the perspective of a business owner, understanding our need to invest in both the busines...”
In Business Since 2014
Dickens House, 15 West Borough, Wimborne BH21 1LT
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Ideal Financial Solutions

Ideal Financial Solutions

(20)
  • Mortgage
  • Life
  • Team
“Always a great welcome at Ideal. Everyone is really friendly and approachable and offer practical advice. Marcus and Kirsty always make me laugh too and deliver their advice in a friendly way that I understand. Can't recommend them enough.”
150 Wimborne Rd W, Wimborne BH21 2DU
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England and Company

England and Company

(3)
Owner-Managed Businesses, Fee Protection Insurance, Outsourcing
“Let's face it, nobody likes paying tax but England and Co. actually make the book keeping process seem pretty pain-free. They help my small company claw back as much VAT as possible each quarter and gave me great advice on things such as when to go l...”
In Business Since 2007
7-8 Church St, Wimborne BH21 1JH
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Quick Will

Quick Will

(2)
“A very thorough Will created in under 15 minutes, really happy with the service and I highly recommend to anyone looking for efficiency. The price was very reasonable too...”
In Business Since 2001
Transparent Fees & Pricing
Emergency Services
Unit 42a, Arena Business Centre, Ferndown, Wimborne BH21 7UH
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
98.2 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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Hill Osborne

Hill Osborne

Audit & Accounts, Advisory, Cloud Accounting Services
“At Hill Osborne we provide a cost-effective, high value solution to meet all of your financial needs. We work hard to get to know you in order to deliver timely, individual advice on how to improve your business and personal wealth.”
In Business Since 2018
Beaufort House, 2 Cornmarket Court, Wimborne BH21 1JL
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The Minster Partnership

The Minster Partnership

Investment and Pensions, Personal and Business Protection, Care and Later Life
“Not all products and services offered are regulated by the Financial Conduct Authority (FCA). In order to ensure the accurate execution of your instructions, enhance our service quality, and prioritise security measures, we may record and monitor tel...”
Allan House, 2a East Borough, Wimborne BH21 1PF
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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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Abacus Financial Options

Abacus Financial Options

(1)
“We wouldn't have a house without Jo. We are so thankful for everything abacus and jo have done.”
Arena Business Centre, 9 Nimrod Way, Ferndown, Wimborne BH21 7UH
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Prosper Financial Solutions

Prosper Financial Solutions

(3)
“It is an absolute pleasure dealing with the team at Propser. Gerald and Adele go above and beyond to get you the best product and nothing is too much trouble.”
35+ Years Experience
West Barn, Wimborne Rd, Blandford Forum DT11 9HN
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Coehesion Accounting and Business Advisors

Coehesion Accounting and Business Advisors

(1)
“Excellent service and very efficient. They sorted out my problems with Xerox quickly. Recommended.”
20+ Years Experience
Cowgrove Rd, Wimborne BH21 4EL
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Chase Buckingham PLC

Chase Buckingham PLC

Investment Planning, Insurance, Protection
“Chase Buckingham are a professional, client-focused organisation based in Wimborne, Dorset but providing advice and services across the south of England and beyond. We believe in an holistic approach to financial planning and create solutions which a...”
In Business Since 2001
Long Close Farm, Wimborne Rd, Walford, Wimborne BH21 1NR
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Suitable Life Planning

Suitable Life Planning

Why, How – Initially, Who we Work With
“After our Initial Programme, you are able to subscribe to our Ongoing Programme, as no plan survives contact with the ground. Our 'Finlife Model' and 'FinLife Roadmap' is not about creating a static, crystallised vision of your financial life. It's a...”
In Business Since 2016
4 Stroud Cl, Wimborne BH21 2NX
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E3 Consulting

E3 Consulting

Capital Allowances, Community Infrastructure Levy (Cil), Land Remediation Tax Relief
“E3 Consulting is an Independent, Award Winning Firm of Specialist Property Tax Surveyors, established in 2003. We provide tax consultancy services to a wide range of asset managers, business owners, developers, entrepreneurs, finance directors, inves...”
Peartree Business Centre, Cobham Rd, Ferndown, Wimborne BH21 7PT
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Sparks & Co Financial Services

Sparks & Co Financial Services

“In addition, it's very important for you to be aware of the significant changes that have taken place over the last few years across the financial services sector. In particular, that each regulated financial adviser now has to hold much higher level...”
150 Leigh Rd, Wimborne BH21 2DB
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F P Wealth Management

F P Wealth Management

“If you are seeking financial planning advice and are looking for a company with unrivalled product knowledge, proven performance, exceptional customer service and a truly holistic end-to-end approach then we are the business that provides exactly tha...”
35 High St, Wimborne BH21 1HR
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Clarke and Partners

Clarke and Partners

“As Chartered Financial Planners who are authorised and regulated by the Financial Conduct Authority (FCA), we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. This accreditation is the highest recogn...”
Arena Business Centre, 9 Nimrod Way, Ferndown, Wimborne BH21 7UH
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Vicki Roscorla Financial Planning

Vicki Roscorla Financial Planning

“Vicki loves finances and helping people and it was the combination of those two drivers that led her to a career as a financial planner. Vicki helps people to engage with their financial position, plan ahead to achieve their goals and make their mone...”
20+ Years Experience
Offers Financing Options
66 Chichester Walk, Merley, Oakley, Wimborne BH21 1SN
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Griffin & King Insolvency Practitioners Bournemouth

Griffin & King Insolvency Practitioners Bournemouth

“We are Business Rescue Specialists and offer no-nonsense, clear advice to business owners and individuals who are in financial difficulties. Our comprehensive range of services covers all aspects of turnaround, recovery and insolvency solutions.”
35++ Years Experience
Transparent Fees & Pricing
Brooke House, Oakley Hill, Broadstone, Poole, Wimborne BH21 1RJ
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Gary Morrison Wealth Management

Gary Morrison Wealth Management

“My wife and I are most grateful to St. James's Place for converting our modest capital into Trusts* that now provide us with additional income while our original capital remains untouched and multiplies. We originally joined J Rothschild Assurance Gr...”
45 High St, Wimborne BH21 1HS
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Andrew David Associates

Andrew David Associates

“Andrew David Associates have over a number of years provided in a friendly and personalised manner sound advice for both my pension and savings needs, giving me the benefit of local access to a major wealth management company and resulting in my deci...”
The Market House, Wimborne Minster, Wimborne BH21 1JL
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Life Matters Financial Planning

Life Matters Financial Planning

(12)
  • Financial Advisor
  • Goals
  • Future
“Life Matters. has given us a sense of security. I am by nature a person who tends to say no, who has a cynical view on financial advisors, however not with the team at Life Matters. From our first meeting Life Matters has given us time to answer al...”
In Business Since 2017
Remote Consultations Available
Transparent Fees & Pricing
Thera House, 45a Commercial Rd, Poole BH14 0HU
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Greenfields Financial Management

Greenfields Financial Management

(20)
Family & Financial Protection, Mortgages, Savings & Investments
“Ian and his team at Greenfields Financial Management Ltd have been looking after various of my financial affairs (pensions, mortgages, etc.) for a very long time and have always done so with care, with clear and concise explanations and finally with ...”
In Business Since 2002
Serving Wimborne Area
Featured

Can We Help Your Family and Friends?nnWe aim to provide affordable financial advice to all who need it. To do this we keep our costs down and rarely advertise, our business mostly coming instead by way of referrals from existing clients and those who speak to us. If you refer a client to us and they subsequently transact business where the initial fee is £750 or more, we shall be delighted to send you a cheque for a £100 referral reward, or alternatively make a donation to a charity of your choosing for the same amount.

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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
Serving Wimborne Area
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Retirement Planning and Investment Management Services in Wimborne Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Fair price range is based on 427 cost profiles
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Fair range $2007 to $5519 is based on 427 cost profiles.

Why these companies made our list

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