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Our Service

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

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

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

  • Impartial, personally tailored advice
    All advisors 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 an advisor?

An advisor 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 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.