Tell us a little about your situation and we'll introduce you to an FCA-regulated financial advisor whose specialism, location and minimum portfolio match your needs. The introduction and first consultation are completely free.
Trusted Advisor is an introducer service connecting UK clients with independently FCA-regulated financial advisors. We screen every advisor for qualifications, regulatory standing and verified client reviews before listing them. Once you complete the short questionnaire we hand-match you to one or more advisors whose specialism (retirement planning, inheritance tax, mortgage advice, high earner tax planning, business owner planning) and minimum portfolio fit your situation. You then choose whether to book a free initial call.
We never charge you for the match or the first conversation. Advisors set out their own fees in writing before any work begins, in line with FCA rules.
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