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Why you can trust us

Since 2009, we’ve helped millions of people across the country connect with trusted local financial advisors. Our impartial, hassle-free service has helped them get the advice they need to achieve their financial goals.

Our Service

When you use our service to connect to an advisor in your area, we will guarantee you:

  • Rapid response
    Your local FA will respond to your enquiry within one business day.

  • Free, no-obligation consultation
    Discuss your goals with your FA in depth, online or over the phone.

  • Impartial, personally tailored advice
    All FAs are carefully selected experts in their field.

  • 100% satisfaction guarantee
    If you're not completely happy with the service you receive from your advisor, we'll find you an immediate alternative.

Do I need a Financial Advisor?

An advisor can offer insight and guidance for a wide range of financial matters:

  • Investments
    Investing a single sum or managing a portfolio of investments.

  • Financial Planning
    Get advice you can put into action immediately.

  • Tax planning
    Everything from capital gains to inheritance tax.

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

How much does an Advisor cost?

Our service is free for the initial consultation then an advisor will charge either:

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

  • A small percentage
    With ongoing investment management, you may be charged 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.