Match with an expert

Take control of your financial future

Many people assume financial advice is only for the wealthy or those in crisis. But that couldn’t be further from the truth. The reality? Good advice can help anyone feel more confident, in control, and ready for whatever life throws at them.

In fact, 84% of people who received financial advice said it benefited their mental and emotional wellbeing, and 90% saw their quality of life improve in some way*.

That’s peace of mind, in real numbers.

Why get Financial Advice?

A regulated financial adviser is more than just a finance expert—they’re a long-term partner in your financial journey. Whether you’re planning for retirement, saving for something special, or navigating a life change, they can help with:

  • Understanding your pension and retirement options
  • Creating a personalised financial plan
  • Navigating complex decisions like inheritance, tax planning, or long-term care
  • Making smarter investment and savings choices
  • Budgeting for today and planning for tomorrow

And it’s not just about the numbers. It’s about having someone who understands your circumstances, listens to your goals, and gives you the tools to get there.

Woman 04

The advice difference:

  • 33% felt more confident
  • 26% worried less about money
  • 25% felt less vulnerable
  • 20% even slept better at night

Whether it’s helping you plan for retirement, deal with unexpected life changes, or simply make the most of your pension, financial advice makes a real difference.*

50 How It Works 1014026567

How it works

First of all, we ask you a few simple questions. It only takes 60 seconds to complete our form, which helps us find out what sort of advice you’re looking for.

Then we match your requirements against our network of financial advice partners to find your the best adviser to support you. This service is absolutely FREE.

You’ll then receive a call, just to discuss your financial needs in a little more detail. You’ll also be able to arrange your free, no-obligation initial consultation.

And because we only partner with advisers who are fully Financial Conduct Authority regulated, you’ll know you’re in safe hands.

One or more compilation failures occurred: C:\Websites\Lead Tech B2C\wwwroot-v13\Components\TwentyFive\Blocks\StepsBlock\TwentyFiveStepsBlock.cshtml(21,18): Error RZ1006: The foreach block is missing a closing "}" character. Make sure you have a matching "}" character for all the "{" characters within this block, and that none of the "}" characters are being interpreted as markup. C:\Websites\Lead Tech B2C\wwwroot-v13\Components\TwentyFive\Blocks\StepsBlock\TwentyFiveStepsBlock.cshtml(23,22): Error RZ1025: The "div" element was not closed. All elements must be either self-closing or have a matching end tag. C:\Websites\Lead Tech B2C\wwwroot-v13\Components\TwentyFive\Blocks\StepsBlock\TwentyFiveStepsBlock.cshtml(33,81): Error RZ1025: The "int" element was not closed. All elements must be either self-closing or have a matching end tag. C:\Websites\Lead Tech B2C\wwwroot-v13\Components\TwentyFive\Blocks\StepsBlock\TwentyFiveStepsBlock.cshtml(38,27): Error RZ1026: Encountered end tag "div" with no matching start tag. Are your start/end tags properly balanced? C:\Websites\Lead Tech B2C\wwwroot-v13\Components\TwentyFive\Blocks\StepsBlock\TwentyFiveStepsBlock.cshtml(39,23): Error RZ1026: Encountered end tag "div" with no matching start tag. Are your start/end tags properly balanced? C:\Websites\Lead Tech B2C\wwwroot-v13\Components\TwentyFive\Blocks\StepsBlock\TwentyFiveStepsBlock.cshtml(40,19): Error RZ1026: Encountered end tag "div" with no matching start tag. Are your start/end tags properly balanced?

Rated excellent on Trustpilot

Based on 136 reviews

Our expert adviser network

  • A history of delighted customers and outstanding service.
  • Consistently approachable and responsive, so you never feel ignored.
  • All of the advisers we work with are FCA-authorised and regulated.
  • Provide service with honesty, reliability and respect.
  • We’ve a long history of connecting customers with local experts.
  • We work harder and smarter behind the scenes to find your expert match.

*Based on a report conducted by St. James's Place Wealth Management Plc in 2024