Need a
financial adviser
or wealth manager?

Save time, money and stress – let us find your new financial adviser or wealth manager for free.

Regulated by the FCA


Steering you through the world of
financial advice and wealth management.

Finding financial advice can feel like looking for a needle in a haystack, so we’ve made it simple. Just tell us the services you need and we’ll find the professionals who can help. Our service is free to use and could even save you money on the advice you receive.


Your guide through the maze

We know wealth management inside out. We’ll explain the services, remove the jargon and help find the right provider for you.


Independent and impartial

We are truly independent and are not owned by a wealth manager. All our recommendations are based on expert knowledge and data.


Free for you

There’s no cost to you for using our service. Instead, each provider pays us a fee to join our panel.

What do they say about us

Areas of wealth management we can help you with


Financial advice

No-nonsense advice on making the most of your money or planning for your future.

Retirement planning

Advice focused on ensuring you have enough money to last you through retirement, and planning for events such as later life care.


Investment management

Helping to make your money grow by making sound investments, without taking any unnecessary risks.

Tax and inheritance planning

Ensuring you don’t pay more tax than necessary, as well as reducing the tax on your estate when you die.


Private banking

A service for high net worth individuals who need specialist guidance to manage their wealth.

Wealth management

Tailored financial advice and planning for individuals with significant assets, including pensions, property, savings and investments.


Frequently asked questions

Our experts are ready to give you impartial insights to help you manage your wealth better.

What is a wealth manager?

What is the difference between a financial adviser and a wealth manager?

Should the people who help me be local to me?

How much does your service cost?

I have an existing relationship with an adviser, but I am unsure if I am getting the best possible service from them?

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