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.
Do I need a financial adviser?
A specialist financial adviser can offer insight and guidance for a wide range of pension queries:
- Investing for your future
Investing a single sum or making regular investments. A financial adviser can help you build your investment portfolio. - Planning for retirement
Comparing pension plans and minimising charges to help you get the highest retirement income based upon your circumstances. - Tax planning
Everything from Inheritance tax to capital gains, a financial adviser can help you plan the best tax-efficient vehicle for your investments. - Running a business
Financial planning, investment strategies, risk management, tax efficiency, funding, and long-term growth to help you achieve stability and success.
How much does financial advice cost?
Our service and the initial consultation is free, the adviser will then 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 one-off services such as transferring a pension or buying an annuity. - Commission
This may apply to products such as insurance or mortgages.
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.