Explore 4 Trusted Financial Advisers in Poole

Abacus Financial Options provides independent financial advice to individuals and businesses across the UK. We specialise in mortgages, investments, retirement planning, and protection services, offering tailored solutions to meet diverse financial goals. Our client-centric approach ensures clarity, trust, and long-term financial security.

Lewis Investment is an independent financial advisory firm established in 1987, specialising in pensions, investment management, and retirement planning. We provide tailored financial solutions using a combination of stock market funds and commercial property investments. Our client-focused approach ensures bespoke strategies aligned with individual risk profiles and long-term goals.

Baggette + Co. Wealth Management + Co. Wealth Management provides independent financial planning, sustainable investments, and mortgage advice tailored to clients' evolving needs. Based in Poole, Dorset, we combine Chartered expertise with a client-first ethos, offering bespoke solutions for retirement, estate planning, and wealth growth. Our services cater to individuals at all life stages, ensuring transparency, regulatory compliance, and long-term financial security.

Apex CB provides independent financial advisory services in Dorset and South Hampshire. We specialise in creating tailored financial strategies for individuals and businesses, focusing on pension planning, investment management, and retirement solutions. Our FCA-regulated team combines technical expertise with clear communication to deliver client-centric financial outcomes.