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> Dorchester
Contributor

69%

MATCH FOR YOU

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4.8out of 5

Seb Powles

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% clients advised in each area  :

Investments

100%

Annuities

8%

Pensions

31%

Insurance & Protection

8%

Later life planning

15%
I have been giving financial advice in the Yeovil, Sherborne, Dorchester, and Weymouth area for over 15 years. I joined Invest Southwest in April 2013... Read More
Serves clients with: Over £50k of investable assets or household income
Seb's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

65%

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4.6out of 5

Allan Cruse

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% clients advised in each area  :

Investments

76%

Annuities

18%

Pensions

41%

Insurance & Protection

6%

Later life planning

18%
As a Chartered Financial Planner I can help whether your enquiry is on a personal or corporate basis I understand that the major financial decisions y... Read More
Serves clients with: Over £50k of investable assets or household income
Allan's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Chartered Financial Planner
Contributor

62%

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4.8out of 5

David Shepherd

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% clients advised in each area  :

Investments

78%

Annuities

9%

Pensions

74%

Insurance & Protection

13%

Later life planning

9%
As a Chartered Financial Planner I have passed numerous industry qualifications in many aspects of financial planning and I adhere to strict guideline... Read More
Serves clients with: Any level of wealth
David's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Chartered Financial Planner
Contributor

61%

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4.5out of 5

Graeme Trinder

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% clients advised in each area  :

Investments

36%

Annuities

23%

Pensions

77%

Insurance & Protection

36%

Later life planning

27%
I have over 30 years of experience advising on all areas of financial planning, for both private and corporate clients, including Protection, retireme... Read More
Serves clients with: Over £50k of investable assets or household income
Graeme's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

55%

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4.5out of 5

Karl Ward

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Pension and Retirement
I have been providing clients with bespoke, independent financial advice for the last 24 years. I believe that I have been successful for a number of ... Read More
Serves clients with: Any level of wealth
Contributor

54%

MATCH FOR YOU

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4.8out of 5

Matthew Isaacs

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% clients advised in each area  :

Investments

27%

Annuities

23%

Mortgages

5%

Pensions

73%

Insurance & Protection

5%

Later life planning

9%
I have recently acquired Diploma status and also have qualifications to give advice in Equity Release and Long Term Care. I provide holistic advice th... Read More
Serves clients with: Over £50k of investable assets or household income
Matthew's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years

Latest client reviews of Dorchester IFAs

James spent a lot of time with me making sure he understood my circumstances and my needs, I was very happy with the service I received.    Read More
Sarah Jenkins
His promptness in responding to phone calls and e-mails, the simplicity in which he explains things.   Read More
Leslie Wallis

Can't find the right Dorchester IFA?

Please Note: We have not yet been able to verify the following individuals provide independent financial advice. They are, or have been, registered with relevant bodies or regulators at addresses in Dorchester.

Christopher OldingInvestment and Tax Advisory Services Limited
Jason MatthewsOwen Matthews Associates Ltd
Gary RollsCharles Lane-Petter
Robin SnaithF.D. Phillips Limited
Michael LathburyCasterbridge Mortgages (3108)
Michael PashenRidgeway Financial Ltd
Jim YoungJames Young Associates Ltd
Looking for a different Independent Financial Advisor (IFA) in Dorchester? Search by name