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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“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...”
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Ideal Financial Solutions
- Mortgage
- Informative
- First Time Buyers
“Natalie Hawey was extremely helpful. I was a first time buyer so very daunting and she went through the whole process, explaining everything I had to do and providing me with options for borrowing I hadn't thought possible. Would highly recommend.”
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Ward Goodman
Business Services, Payroll Service, Charity Audit Services
“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...”
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England & Company
Business Advisory, Accounting Audit & Assurance, Corporate Finance
“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...”
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Quick Will
“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...”
Qualification Criteria for best of Winners
Minimum Overall Score
98 (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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Abacus Financial Options
“We wouldn't have a house without Jo. We are so thankful for everything abacus and jo have done.”
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Headstart Financial Planning
“Friendly , professional staff . Great service”
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Prosper Financial Solutions
“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.”
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Coehesion Accounting and Business Advisors
“Excellent service and very efficient. They sorted out my problems with Xerox quickly. Recommended.”
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Bottriell Adams
“Good, solid financial advice. Not flash, but robust (take this as a huge endorsement from me). Quality over glitz, which is a good thing when it comes to financial advice 😊”
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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...”
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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...”
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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...”
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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...”
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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...”
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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...”
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Way Fund Managers Limited.
“Which are not within our reasonable control whilst some information is accurate only on the date that such information is supplied, such as fund fact sheets and prices, etc.”
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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...”
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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.”
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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...”
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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...”
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Five Financial Wealth Management
“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...”
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Baggette + Co Wealth Management
- Pension
- Calls
- Options
“I found Baguette & CO's advice useful, highly relevant, and delivered in a manner that was easy to understand, particularly for an inexperienced investor. Oscar Hjalmas took time to understand my circumstances and offered a highly valuable solution. ...”
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St Barts Finance Bournemouth
Mortgage, Investment, Other Services
“As a local independent agency, we have been pleased working with St Barts Finance and all dealings have been professional. The updates and communications are important when processing mortgage applications and knowing the lenders criteria ensures a h...”
Retirement Planning and Investment Management Services in Wimborne Cost Estimates
Why these companies made our list
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