Our Service
When you use our service to connect to a Financial Advisor in your area, we will provide:
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Rapid response
Your local Financial Advisor will respond to your enquiry within one business day. -
Free, no-obligation consultation
Discuss your goals with your Financial Advisor in depth, face-to-face or over the telephone. -
Impartial, personally tailored advice
All Financial Advisors are carefully selected 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 a Financial Advisor?
An advisor can offer insight and guidance for a wide range of financial matters:
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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 a Financial Advisor cost?
Our service is free for the initial consultation then a Financial Advisor will charge either:
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An hourly rate
This will vary based on the advice provided and will be agreed with you 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.