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Financial Advisors in Dorset

List of financial advisors & consultants in Dorset. Find a comprehensive selection of recommended financial advisors & consultants with detailed business profiles, services, and unbiased customer reviews. Get free quotes!
Asar Consulting

Asar Consulting

Lytchett Minster, Dorset, South West England, BH16 6EH

Asar Consulting Ltd. provides quality Bookkeeping, Accountancy, Financial Consultancy and Payroll Services throughout Dorset and can also serve certain areas of neighbouring counties of Somerset, Wiltshire and Hampshire. Our consultants are experienced in all areas of the bookkeeping and accounting industry and provide advice on many matters including year end procedures, account preparation and management of income and expenditure. less

Concise Corporate Finance

Concise Corporate Finance

Poole, Dorset, South West England, BH15 2HP

The business's primary objective is to source finance from reputable financial institutions, to assist with purchases, and to negotiate facilities for extensions/refurbishments to Residential Care and Nursing Homes. Great Britian has an ageing population which needs additional resources to cater for the infirm and the increasing instances of dementia. Additional areas of activity involve Hospitality and Commercial Development construction. less

Jo Deeks

Jo Deeks

Bournemouth, Dorset, South West England, BH8 8BX

As an individual who has worked within financial services since 2002, my client's financial happiness is of the utmost importance to me. As a financial adviser with Abacus Financial Options Ltd, I help my clients to get the best use from their capital, whilst providing a confidential and safe home for all their financial needs. less

PFM Associates

PFM Associates

Bournemouth, Dorset, South West England, BH11 9NJ

PFM Associates are a fully regulated and dedicated firm of Independent Financial Planners, with our Head Office in Poole, Dorset. We are authorised and regulated by the Financial Conduct Authority, and provide a holistic financial planning service to our clients. PFM Associates are recognised as a Chartered Financial Planning firm, a level of professionalism achieved by a minority of IFA firms in the UK. less

Pennywise - Dorchester

Pennywise - Dorchester

Dorchester, Dorset, South West England, DT1 1TT

Welcome to Pennywise's website, designed to give you an overview of the services we are able to offer. We can advise you across a range of financial subjects including Investments, Pensions, Mortgages, Personal and Business Protection Insurance and Wealth Management. Our offices are based in Weymouth and Dorchester, both with a High Street presence and easy parking nearby. less

Adsatis

Adsatis

Lyme Regis, Dorset, South West England, DT7 3LS

Adsatis is a niche financial markets management consultancy based in London, with an international delivery capability. Our consultants are financial markets professionals with deep domain expertise in financial markets - the products, the market mechanisms and the business and regulatory drivers that are shaping the industry. less

Arena4finance

Arena4finance

Broadstone, Dorset, South West England, BH21 3AA

Working with businesses of all sizes, we are experienced in developing courses, both online and face-to-face, and bespoke professional development programmes for businesses that want to improve the understanding of their team in financial management and strategy; from understanding basic accounting principles through to working with income and expenditure budgets, revenue forecasts and cash flows. less

Barrett Mortgages

Barrett Mortgages

Poole, Dorset, South West England, BH12 2DN

There will be a fee for this advice. The exact amount will depend upon your circumstances but we estimate it will be £295 and will only be payable on completion of the loan. Barrett Mortgages is a trading style of Darren Barrett who is an Appointed Representative of Mortgage Next Network ltd which is authorised and regulated by the Financial Conduct Authority under number 300866 in respect of mortgage, insurance and consumer credit mediation activities only. less

Paul Duncalf

Paul Duncalf

Bournemouth, Dorset, South West England,

Premier Financial Planning is a professional but friendly firm of independent financial advisers based in the south west and we currently have branches in Taunton, Gillingham and Warminster. We provide a personal home based service which we feel works best as all of the policy information for our clients is right there and we can arrange a convenient time for both parties. Premier Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. less

Clark Financial

Clark Financial

Christchurch, Dorset, South West England, BH23 2LQ

Everyone is different with different needs. We are here to help our clients and work with them. We understand that "talking finance" can be dull and easily left to another day. We like to think that what sets us apart is our ability to explain advice clearly, with no unnecessary jargon and create a clear structure and plan for clients to understand. less

Burgess & Lee

Burgess & Lee

Bournemouth, Dorset, South West England, BH8 8JN

Past performance is not a guide to future returns and the value of investments, and any income from them can go down as well as up. You may not get back as much as you put in. Please bear in mind that for funds that invest in overseas markets, changes in currency exchange rates may affect the value of your investment. The Financial Conduct Authority does not regulate some forms of commercial, will, taxation and trust services. less

Money Wise Financial Advisers

Money Wise Financial Advisers

Bournemouth, Dorset, South West England, BH2 5QY

Working with private clients, other professional advisers and business owners, the company has been providing independent financial advice for over 17 years. Our private client team manage over £300 million and our employee benefits team handle a wide range of benefits packages for companies and charities from 5 to over 1,000 employees. less

School Business Services

School Business Services

Poole, Dorset, South West England, BH17 7AF

Both owners are active Directors of the company and provide strong leadership to their ever growing workforce; working closely with the SBS Board and Management teams to ensure growth and quality of service for our customers, whilst keeping abreast of the ever changing world of education and the need for more future acquisitions and expansion of service offerings both in the UK and Internationally. less

Greenfields Financial Management

Greenfields Financial Management

Poole, Dorset, South West England, BH16 6BU

First established in 1987, Greenfields became a Company in 2001 and is comprised of a small team of highly experienced financial management professionals. Each member of the team adds to the strength and breadth of our business and enhances our ability to provide holistic, tailor-made financial advice to our clients. Primarily fee-based and able to provide lifetime financial planning. Greenfields has been built by recommendation and reputation. less

Portland Business & Financial Solutions

Portland Business & Financial Solutions

Poole, Dorset, South West England, BH12 4PY

We are an industry leader in helping businesses deal with financial distress and achieve financial stability through better cashflow. Your business is probably your most important asset so don't risk losing it, choose Portland for the way forward made brighter. less

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Most of the usual clients of a financial advisor in Dorset would be either owners of a business, people, who are about to invest in a new startup business or an idea they have in mind, or even older folks planning their retirement. It is usually in front of a big decision or a change we have to make in our lives when we need the help of a financial advisor in Dorset to help us get on the right pat. However, nowadays the clientele of a financial advisor in Dorset is getting more and more variable. People from different walks of life, different age groups, and different plans and priorities would enjoy and need the help of a financial advisor in Dorset. A financial advisor in Dorset is the professional who is trained in helping others gain the financial culture and knowledge they need according to the place in life they are at and where they want to go, what they want to achieve. A financial advisor in Dorset is the person you go to, when you want to make the right steps. Therefore, today we would like to share with you some key tips you can get from a reputable financial advisor in Dorset.

Tip from a Financial Advisor in Dorset: Take Bigger Risks

You are maybe thinking that a financial advisor in Dorset in their right state of mind would never advise you on taking risks. However, the good financial advisor in Dorset knows that risks, when the right ones and at the right time, can bring back some great returns in investment and dedication. A financial advisor in Dorset would encourage the younger clients to take bigger risks, because this is the right time for them to learn to walk and be brave to achieve their goals.

Tip from a Financial Advisor in Dorset: Invest in Yourself

Another important tip from a financial advisor in Dorset you would get is that no matter your age, investing in yourself in a great thing and it will pay off for sure. Especially when investing into improving a set of skills, developing a talent, learning something new or educating yourself, a financial advisor in Dorset will tell you it is all worth it for sure. The single best investment you can make, especially while you are young, is investing in yourself, as a reliable and reputable financial advisor in Dorset won’t get tired to tell you.

Tip from a Financial Advisor in Dorset: Follow Opportunities

Like literary, a good and experienced financial advisor in Dorset can also suggest that literary following the great opportunities is so important. Especially while you are young and carefree, you can easily move out the town, follow you dreams, don’t be afraid to go out of your comfort zone. A reputable and experienced financial advisor in Dorset knows that there is a geography of success. For example, if you live in a small town with less opportunities, but you dream big, a financial advisor in Dorset would suggest you don’t have to be afraid to move out and give yourself the chance to try new and exciting opportunities. Take it from a good financial advisor in Dorset and allow yourself all chances.