How it works
From a two-minute form to the right adviser
You tell us what you need and where you are. We match you with an FCA-regulated adviser who works with people in your position, and you meet them on a complimentary video call at a time you choose.
The three steps
Nothing to prepare, nothing to pay
Tell us what you need
Your name, the best way to reach you, your region, and the areas you'd like help with: pensions, investments, tax, inheritance, protection or your business. Where it helps us match you well, we ask for a rough idea of the amounts involved. That's it. You don't need statements or valuations to hand.
At the end you choose a date and time for your consultation from the slots we have available.
We match you with an adviser
Our team looks at what you've told us and selects an adviser from our network who specialises in your situation: someone who works with people at your stage, in your region if that matters to you, with the right expertise for the question you're asking.
Before your call we send you the adviser's name, their firm and their FCA registration number, so you can check them on the Financial Services Register. Most people also get a short call from us first to make sure we've understood what you're looking for.
Meet on Microsoft Teams
Your consultation is a relaxed video call, usually 30 to 45 minutes, and complimentary. The adviser listens, asks questions, and explains how they'd approach things, including what they charge if you chose to go further. You're welcome to have a partner or family member join you.
If it feels right, you carry on with the adviser directly. If it doesn't, tell us and we'll suggest someone else, or leave it there. There's no obligation at any point.
What to expect
The standards every adviser in our network meets
FCA-authorised
Every adviser is authorised and regulated by the Financial Conduct Authority, and you receive their registration details before you speak.
Qualified to at least Level 4
The minimum is the Diploma in Financial Advice or equivalent. Most advisers in the network hold higher qualifications, including Chartered status.
Regularly reviewed
We check in with the advisers we work with and the people we introduce, and we stop working with advisers who don't meet our standards.
Protected
Because the advice comes from an FCA-regulated firm, you have access to the Financial Ombudsman Service and may be covered by the Financial Services Compensation Scheme.
Common questions
Before you book
Is there a minimum amount to invest?
No. We work with people at every stage, from a first pension review to complex estates. What matters is matching you with an adviser who suits your situation, not the size of it.
Is the consultation really complimentary?
Yes. The initial consultation costs you nothing and you're under no obligation to continue. If you decide to take advice, the adviser will set out their fees clearly before any work begins.
Can I meet in person instead?
Consultations are held on Microsoft Teams so that you can speak to the right adviser wherever you are in the UK. If you go on to work with an adviser, in-person meetings are between you and them.
What if I don't like the adviser?
Tell us. We'd rather know. We'll suggest someone else from the network, or you can simply leave it there.
Ready when you are.
Choose a time for a complimentary video call with an adviser who suits your situation. No obligation.