Personalised wealth management tailored to your goals
Take control of your financial journey with expert guidance. Whether you're planning for retirement, growing your wealth, or securing your family's future, our network of experienced financial advisers are here to help you.
- Grow your wealth
Through investment strategies tailored to your goals and risk tolerance. - Protect your wealth
Using tools like insurance, tax strategies, and legal structures - Distribute your wealth
Via retirement planning, charitable giving, and estate planning.
Our simple process
Enter your location
We only work with Financial Conduct Authority (FCA) regulated financial advisers and firms in the UK to help you get support, wherever you’re based.
Tell us what you need
Let us know what kind of financial advice you’re looking for, so we can match you to an adviser with specialist skills best suited to your needs.
Tell us who you are
Simply provide your name, email address, and telephone number so that your adviser can get in touch and begin to help you. This usually happens within 24 hours.
How can a wealth manager support you?
A wealth manager can offer help and expert guidance designed to grow, protect and manage your wealth efficiency.
- Personalised strategy
Design a personalised long term financial plan aligned with your goals - be it retirement, family, lifestyle or legacy. - Investment management
Strategise building and managing your investment portfolio suited to your risk appetite, goals and timescales. - Tax planning
Everything from Inheritance tax to capital gains, a financial adviser can help you plan the best tax-efficient vehicle for your investments. - Pension and retirement
Review your existing pension pots, consolidate and help you create tax-efficent drawdown plans to maximise your income during retirement.
Why choose Local Financial Advice?
We carry out regular checks and reviews on the advisers we work with to ensure we connect you with an FCA-regulated expert. When you use our service to connect to an adviser in your area, you will receive:
- A free, no-obligation initial consultation
Discuss your goals with your adviser. - The option of impartial, personally tailored advice
All advisers are carefully selected, FCA-regulated experts. - The opportunity to match with a different adviser
If you're not completely happy with the service you receive from your adviser, we'll happily find you an alternative.
Connect with confidence
We keep your data safe. Your information is encrypted and secure
We only work with FCA-regulated financial advice professionals
Over the last 10 years we've helped thousands of people connect with the advice they need
Why you can trust us
Since 2009, we've helped thousands of people across the country connect with trusted local financial advisers. Our impartial, hassle-free service has helped them get the advice they need to achieve their financial goals.