A note from our founder
I've worked in financial services — and in particular consumer financial advice — for several years, both in the United Kingdom and the United States. In both countries, the need for wider adoption of financial advice is known as the advice gap.
The reason typically cited for the advice gap is the failure of the market to provide financial advice for any but the already wealthy. From my experience, that's not the entire reason. I know many great advisers who help clients with no minimum investment amount.
I believe the major reason for the advice gap is the industry's failure to clearly explain why everyone can benefit from high-quality, appropriate financial advice. The result is that most people don't think they need advice until it's far too late — and when they do finally take advice, it's often from their parent's adviser, despite having entirely different needs.
Trusted Advisor was created to help address that. We aim to start conversations between people who need quality advice and the advisers we trust to give it — hence the name. We're currently an invite-only platform: only advisers we've personally verified are added.
— Joseph Spiers, Founder
Our core values
Put the client first
The first question is always “how can we give our clients the best experience possible.” We aim to be the world’s first financial concierge.
Do what you say you're going to
Trust is important to us. We trust people and we want them to do the same — so if we say we're going to do something, we'll do it.
Act with urgency
Our whole model is set up to get people the answer they want quickly. We respect people's time, including our own, so we're proactive — always.
Frequently asked questions
How do I meet an adviser?+
Click "Find an adviser" in the top right. That takes you to a quick 2-minute questionnaire. We use your answers to match you with the adviser we believe is best suited to your needs, and you can book a free initial session at a time that suits you — no back-and-forth with appointment setters.
How much does it cost to meet a Trusted Advisor?+
It's free for you. The advisers on our network want to work with you, so they cover the cost of the introductory session.
Do I have to become a client if I meet an adviser?+
No. There's no obligation to become a client. You can meet the adviser, understand their process, and then decide whether you want to take it further.
What type of advisers are on the Trusted Advisor network?+
Our network is invite-only and we aim to only invite the best advisers in the UK. We vet each adviser before they join to ensure they are FCA-regulated and in good standing with the regulator.
Can I speak to someone before sharing my information?+
Yes — email us at hello@trusted-advisor.co.uk and we’ll be happy to answer any questions you have.