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Our Service
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.
Do I need an independent financial adviser?
An independent financial adviser can offer help and expert guidance on a wide range of financial matters:
- Investing for your future
Investing a single sum or making regular investments
- 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
- Running a business
Workplace pensions, securing finance or company insurance
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 a one-off services such as transferring a pension or buying an annuity.
- Commission
This may apply to products such as insurance or mortgages.
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.