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Showing the top 5 rated and reviewed Financial Advisers and Mortgage Brokers near Sherborne (out of 435)

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A picture of Simon Dawes
Simon Dawes

Cooper Associates Wealth Management Ltd

25 recent client reviews

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

Top Rated 2025

Simon is Managing Director of our Wealth Management division. He works closely with the Financial Consultants,...
more

Yeovil (4.59 miles away)

Restricted Financial Adviser

Verified since September, 2018

Savings/pensions: Any level

A picture of James Craw
James Craw

True Potential Wealth Management LLP

9 recent client reviews

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

Top Rated 2025

“Planning is bringing the future into the present so that you can do something about it now.” ― Alan Lakein, a...
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Sherborne (2.80 miles away)

Restricted Financial Adviser

Verified since August, 2019

Free one hour initial consultation

Savings/pensions: Over £250,000

A picture of Peter Watts
Peter Watts

KWL Wealth Management

76 recent client reviews

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

“I don’t just manage money. I help you build the life you want to live.” I’m Pete Watts, founder of KWL Wealt...
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Martock (10.93 miles away)

Independent Financial Adviser

Verified since August, 2025

Free one hour initial consultation

Savings/pensions: Over £250,000

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A picture of Sam Thorne
Sam Thorne

Northseam - Independent Financial Planning

24 recent client reviews

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

Top Rated 2025

I have over 25 years experience giving advice to both business and personal clients throughout the South West....
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Yeovil (7.25 miles away)

Independent Financial Adviser

Verified since September, 2018

Free one hour initial consultation

Savings/pensions: Over £100,000

A picture of David Savage
David Savage

True Potential Wealth Management LLP

13 recent client reviews

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

Top Rated 2025

As a Chartered Financial Planner with True Potential Wealth Management, part of the highly-successful True Pot...
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Sherborne (4.40 miles away)

Restricted Financial Adviser

Verified since February, 2019

Savings/pensions: Over £100,000