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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 FCA-regulated investment expert, we will provide:

  • Fast response
    The SIPP expert you’re matched with will respond to your enquiry within one business day.

  • Free, no-obligation consultation
    Your matched expert will call to discuss your requirements and see how they can help you.

  • Fully informed
    Get a full understanding of SIPPS and other investment options to see what’s right for you.

  • Transparent pricing with no hidden fees
    Know exactly what you’ll be paying before you make any decisions or invest any money.

Do I need investment advice?

Investment experts can offer invaluable guidance about SIPPs and other investment options:

  • Choice
    Choose from thousands of investments for your pension savings. A wider range than traditional pensions.

  • Control
    Take full control and manage your investments yourself. Or get expert advice from an investment advisor.

  • Flexibility
    Easily buy, sell and switch your investments. Check your pension value and review its performance.

  • Price
    Set-up your SIPP free of charge. Tiered pricing as a percentage of total funds means you could pay less over the years.

How do financial advisors charge?

Our service is free. We connect you with an investment expert who will call to discuss their service:

  • A small percentage
    Ongoing investment management usually means an annual charge as a small percentage of your investments.

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

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

  • Commission
    This usually only applies to products such as insurance or mortgages.