Complimentary consultation with an FCA-regulated adviser

Find the right financial adviser. Start with a complimentary conversation.

Tell us about your pensions, investments, tax or inheritance, and we'll arrange a no-obligation video call with a regulated adviser who suits your circumstances.

Check available times How it works

Two minutes to book, no obligation
Adviser's FCA details sent to you first
Video call on Microsoft Teams

We introduce; we don't give advice. Every adviser is authorised and regulated by the FCA, and you receive their details before you speak.

Complimentaryinitial consultation, no obligation and no sales pitch
Regulatedevery adviser is authorised by the FCA, and you can check them before you speak
Nationwidea network spanning the UK, from local IFAs to international firms managing over £1bn
Matchedwe match each situation with an adviser who works with people like you

A man in his fifties reading a pension statement at his kitchen table

Why people come to us

Usually it starts with a letter, a sale or a birthday

Most people don't wake up wanting a financial adviser. Something changes, and a question that used to be easy to put off becomes one worth a proper answer.

A pension you haven't looked at in years
Old workplace schemes, a statement you don't quite follow, or a retirement date that's closer than it was.
Money arriving all at once
An inheritance, a bonus, a property or business sale. Deciding what to do with it is harder than it looks.
Tax that's grown with your income
Higher-rate tax, a tapered allowance, child benefit clawback. Often there are allowances going unused.
Passing things on properly
From April 2027 most unused pensions will count towards inheritance tax. Families are starting to plan around it now.

See what advice can cover

Our network

From local independent advisers to international firms managing over £1bn

Our network of advisers spans the UK. Our expertise is matching each person's situation and goals with the adviser best placed to help, whether that's a local IFA who knows your area or a specialist in a large firm.

We don't publish adviser or firm names here. You'll receive your adviser's name, firm and FCA registration before your call, so you can check them for yourself.

A woman smiling during a video call at her desk at home

How it works

Three steps, starting with a complimentary conversation

Tell us what you need
Your contact details, where you are, and what you'd like help with. It takes about two minutes, and you choose a time that suits you.
We find your adviser
We match you with an FCA-regulated adviser who works with people in your position, and send you their details to check.
Meet on Teams
A relaxed, complimentary video call to talk through your situation. If it's useful, you carry on with the adviser. If not, that's fine too.

Check available times Or call 020 3821 9306

What advice can cover

One conversation, whatever the question

Advisers in our network cover the full range. Tell us what's on your mind and we'll match you with someone who specialises in it.

Hands turning the pages of a printed financial report, with reading glasses and a pen on the desk

Pensions and retirement
Consolidating old schemes, how much to put away, and how to draw an income when you stop.
Investments and ISAs
Building a portfolio that fits your goals and your appetite for risk, using the allowances available to you.
Inheritance and estate planning
Gifting, trusts, and the 2027 pension changes. Keeping more of what you've built for the people you choose.
Tax planning
Income tax, capital gains and allowances for higher earners, directors and the self-employed.
Protecting your family
Life cover, income protection and critical illness, sized to what you'd actually need.
Business owners
Extracting profit tax-efficiently, director pensions, and planning for an eventual sale or exit.

A father and his adult daughter walking and talking in a tree-lined park in autumn

Straight answers

What we do, and what we don't

We introduce. We don't advise.: WealthWise Connect is not regulated by the FCA and never gives financial advice. We listen to what you need and match you with a regulated adviser who does.
Qualified, and checked.: Every adviser is authorised and regulated by the FCA and qualified to at least Level 4. We send you their name, firm and FCA registration before the call so you can check them on the Financial Services Register.
No minimum, no pressure.: You don't need a certain amount to talk to us. If an adviser isn't right for you, tell us and we'll try again, or leave it there.
Your details stay with us.: We share your information only with the adviser we introduce you to, and only so they can prepare for your call.