Connect with Top-Rated Financial Advisers in Poole!

Baggette + Co. Financial Planning Services is a leading financial planning and wealth management company that provides expert advice to individuals and families. We offer a wide range of services, including financial planning, sustainable investments, mortgages, and life insurance. Our team of experienced and highly qualified advisers and technical support employees work together to deliver exceptional client outcomes. Whether you're just starting out or preparing for retirement, our expert advice and tailored solutions can help you achieve your financial goals and secure your future.

Lifetime Connections Wealth Management is a wealth management and financial planning company that provides a wide range of services to help individuals, families, and businesses in Dorset and the South West of England achieve their financial goals. Our team of experts works closely with clients to build long-term relationships and provide tailored advice on investment, protection, retirement planning, and more. With over 200 years of cumulative experience in the industry, we pride ourselves on our transparent, friendly, and professional approach.

Premier Financial Planning is a holistic financial planning firm providing transparent and open advice to ensure clients receive the right guidance for their financial future. They offer a wide range of services, including mortgages, protection, pension options, retirement planning, and investments. Their team of experts take the time to understand clients' needs and provide tailored solutions. With offices across the south of England and a home-visit service, Premier Financial Planning is committed to providing the highest standard of financial advice and service.

Abacus Financial Options are well-established independent financial advisers with offices based in Ferndown near Bournemouth. Our team of friendly and knowledgeable advisers cover much of Dorset, Wiltshire, Somerset, Hampshire, London, Cornwall and beyond, delivering comprehensive financial information and financial advice to our valued clients. As independent financial advisers, we are able to look at the whole of the market, working with our clients to deliver personalised solutions and help them meet their financial goals.

We're a team of Chartered Financial Planners helping clients across the south of England fulfill and achieve their financial objectives. With a commitment to maintaining the knowledge and capability of our people and abiding by a demanding code of ethics, we provide expert guidance on a range of financial matters, from planning for retirement to later life care and final salary pensions. Our team of 15 Chartered Financial Planners is spread across three locations, with over 4000 advised clients and 800,000 assets under management. With a client-centric approach, we work with individuals at every stage of life, from young professionals to those enjoying retirement, to help them make informed decisions about their financial futures.

Apex CB Financial Planning Ltd is an independent financial adviser based near Poole, Dorset, providing personalized financial guidance to individuals, businesses, and professionals in Poole, Bournemouth, Dorset, and South Hampshire. With a proven track record of success, our team of experts offers a comprehensive range of services, including seamless life transitions and pension strategies, wealth preservation and estate planning, business financing and tax optimization, and dynamic career shifts and specialized financial advice.