Call Now  0800 008 6169
Mon - Thurs: 8am - 6pm and Fri: 9am - 3:30pm

We take your privacy very seriously. Please read our Privacy Policy.

A local advisor will be in touch to deal with your enquiry and ensure you get the right advice.

We take your privacy very seriously. Please read our Privacy Policy.

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

How a Financial Advisor Can Help You

You’re paying your IFA for their expertise in the financial market, and their advice will be beneficial when making difficult financial decisions. By helping you understand your finances, the advice you receive can provide excellent value via the peace of mind will can bring to you and your family in the long term.

Your advisor’s role is to save or make you money – and in this way, good financial advice will pay for itself several times over in the long run.

As we work with independent financial advisors all over the country, there’s no fixed pricing structure - individual advisors will set their own rates based on their specialisms and level of experience. All the IFAs we work with are regulated by the Financial Conduct Authority (FCA). They are monitored carefully to ensure that the prices they quote are realistic and reflect the value of the service you will be receiving. Fees will always be agreed in writing before you make a commitment to any product or service. There are a few different ways in which an IFA might set their fees:

As featured by

Our Service

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

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

  • Free, no-obligation consultation
    Discuss your goals with your IFA in depth, face-to-face or over the telephone.

  • Impartial, personally tailored advice
    All IFAs are carefully selected, independent 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 IFA?

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 IFA cost?

Our service is free for the initial consultation then an IFA 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.