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

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Our Service

When you use our service to connect to a local advisor near you, we guarantee you:

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

  • Free, no-obligation consultation
    Discuss your need and goals with your FA in depth, face-to-face or over the telephone

  • Advice personally-tailored to you
    All advisors are carefully selected, regulated 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 alternative

Do I need an advisor?

An FA 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 financial advice cost?

Our service is free for the initial consultation then an FA 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 charge 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