Tell Us About Your Plans
Simply fill in our enquiry form, then just sit back and let us do all the hard work.
We'll Find Your Perfect Match
We’ll then match you to the best financial advisor for your situation.
Get Advice From An Expert
Your expert financial advisor will then get the best possible deal, whatever your background or situation.
1. How does it work?
We help customers find expert advice by introducing them to a financial advisor that is best positioned to cater for their needs and circumstances, whether that’s a specialist pensions advisor, an insurance broker, a solicitor, a financial advisor or anything else.
We handpick the experts that we work with and we’re selective about the ones we choose. We match customers with these advisors to ensure that they get the right advice every time, whatever their background.
2. How are you free?
Making an enquiry with us won’t cost you a penny and the experts we work with will only charge on success. We only get paid when the advisor successfully helps you get what you need, so it’s in our interest for you to get the service you need. This success-only model is one of the many things that sets us apart from other introducers, many of whom are charge an upfront fee and aren’t incentivised to be of help to those that enquire.
3. Is my data safe and secure?
4. What is the best way to contact you?
You choose! If your enquiry is urgent and within business hours we’d suggest you pick up the phone. Otherwise fill out a web form and we’ll put you in touch with an expert ASAP. The more information you can provide us up-front the better we can triage you to the right person faster.
5. Are all your financial experts regulated?
Where working within a regulated industry, all of the financial advisors we work with have the relevant qualifications.
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