I love talking about money, but I'm not a financial professional—so I don’t offer advice. However, I’m well aware of how important financial advice can be. Not only can it improve your peace of mind, but it could also make you up to 3% better off each year after fees!
That's why I’ve decided to partner with Trusted Advisor to give my community access to a network of regulated and trusted advisers. Trusted Advisor was created to make high-quality, relevant advice more accessible to everyone. You’ll be matched with a local adviser for free and can discuss your specific needs! This advice is tailored to your situation, meaning you won’t just meet a salesperson; you'll connect with a regulated expert who can genuinely help you achieve your goals.
They are the only site that I know of that asks you what your goals are first!
Then, based on your answers you can meet an adviser who can actually help you.
Their online questionnaire takes 2 minutes to match you with the perfect adviser for you. Their proprietary matching technology is a first in the industry!
After you've found the right adviser you can book your session at a time that suits you. You can meet face to face or virtually.
You’re able to meeting with a regulated expert for an initial session for no cost & there’s no obligation to continue if you don’t see value.
There's no single type of person who can benefit from financial advice. However, like everything, getting advice has a cost, and I want to make sure you’re getting the most value from that cost. So, I put the question to Trusted Advisor's Founder, Joseph, and this was his response:
"There's no single type of person who will benefit from advice. People often think you need millions of pounds to have an adviser, but that’s not true at all. We created Trusted Advisor with no minimum asset level because we believe everyone can benefit from advice.
Often, those best suited for advice are people whose financial situations have become more complex. This could be due to having multiple pensions, large investments, various income streams, or specific insurance needs. What I would recommend is that if you’ve saved more than six months' worth of expenses and are serious about working with a professional to build your wealth and achieve your goals, then financial advice might be right for you. If that sounds like you, meet with an adviser—it could be the best decision you ever make!"
Our Dedicated Financial Advisors Offer:
