When you use our service to connect to a local advisor near you, we guarantee you:
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:
Investing a single sum, or regular investing
Planning for retirement
Comparing rates and minimising charges, to get you the highest retirement income
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
For a one-off services such as transferring a pension or buying an annuity
This may apply to products such as insurance or mortgages