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We've connected 71,790 people with expert financial advice.

Our Service

When you use our service to connect to an IFA in your area, we will provide:

  • Rapid response
    You’ll get a call from your IFA within one business day

  • Free, no-obligation consultation
    To discuss your needs and goals with your IFA in depth

  • Impartial, personally tailored advice
    All IFAs are carefully selected, independent experts in their field

  • Transparent pricing with no hidden fees
    Know what you’ll be paying before making any decisions

Do I need an IFA?

A local IFA can offer insight and guidance for a wide range of financial matters:

  • Investments
    Investing a single sum, or regular investing.

  • Planning for retirement
    Comparing rates and minimising charges, to get you the highest retirement income.

  • Tax planning
    Everything from capital gains to inheritance tax.

  • Running a business
    Workplace pensions, securing finance or company insurance.

How much does an IFA cost?

Our service is free for the initial consultation. Your IFA will charge either:

  • An hourly rate
    This will vary based on the advice provided and will be agreed up-front

  • A small percentage
    Ongoing investment management may be charged at a percentage of the overall value

  • Fixed fee
    For a one-off services such as transferring a pension or buying an annuity

  • Commission
    This may apply to products such as insurance or mortgages