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Showing the top 5 rated and reviewed Financial Advisers and Mortgage Brokers near Bournemouth (out of 423)

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A picture of Tony Davies
Tony Davies

F1RST Financial Services Ltd

48 recent reviews

This is the number of reviews the adviser has received in the last 12 months

Top Rated 2025

Hello My name is Tony and for the last 25 years, I have been helping clients to manage their investments and ...
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Poole (1.42 miles away)

Restricted Financial Adviser

Verified since August, 2023

Savings/pensions: Any level

A picture of Matthew Dudley
Matthew Dudley

Pocock Rutherford & Co

70 recent reviews

This is the number of reviews the adviser has received in the last 12 months

Top Rated 2025

Hi my name is Matthew Dudley, I’m an Independent Financial Adviser based in Dorset and I have been providing s...
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Bournemouth (2.74 miles away)

Independent Financial Adviser

Verified since January, 2025

Free one hour initial consultation

Savings/pensions: Over £500,000

A picture of Andy Parsons
Andy Parsons

Eight Wealth Management, Principal Partner of St. James's Place

37 recent reviews

This is the number of reviews the adviser has received in the last 12 months

Top Rated 2025

A huge factor in anyone's financial planning is for them to understand all the options available to them and h...
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Poole (2.66 miles away)

Restricted Financial Adviser

Verified since October, 2021

Savings/pensions: Over £100,000

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A picture of Mark Clinton
Mark Clinton

Clinton Kennard Associates Ltd

18 recent reviews

This is the number of reviews the adviser has received in the last 12 months

Top Rated 2025

I am a Chartered Financial Planner, Fellow of the Personal Finance Society and Pension Transfer Specialist at ...
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Bournemouth (1.12 miles away)

Restricted Financial Adviser

Verified since October, 2020

Free one hour initial consultation

Savings/pensions: Over £50,000

A picture of Jared Brooks
Jared Brooks

Argentis Wealth Management

35 recent reviews

This is the number of reviews the adviser has received in the last 12 months

Top Rated 2025

I am an adviser at Argentis Wealth Management....
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Poole (1.58 miles away)

Independent Financial Adviser

Verified since December, 2023

Savings/pensions: Any level