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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.

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Service you can trust

Looking after you

We know you need expert advice available instantly. That's why we work with our network of trusted Financial Conduct Authority (FCA) regulated advisers to make them available online and over the phone.

Safe and secure

We use the latest data encryption systems to ensure all your information is safe.

Our promise to you

We're committed to providing an excellent experience to our customers. If you're not completely happy with the service you receive from your adviser, we'll connect you with one that better matches your needs.

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Do I need a pension adviser?

A specialist pension adviser can offer insight and guidance for a wide range of pension queries:

  • Setting up a pension

Discover the best private pension options for you

  • Pension investments

Get expert advice on the best way to invest for your future

  • Transferring pensions

Find the pensions that minimise charges and maximise returns

  • Your options

Be reassured you are making the right choices.

How much does pension 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.

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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.