Enter Your Postcode To Find Local Independent Financial Adviser (IFAs)

Includes FREE consultation with FCA regulated adviser

  • Free Consultation
  • Only Takes a Few Seconds
  • Match with an FCA-regulated adviser
Step 1 of 3

How our financial adviser matching service works

Enter your postcode and the kind of help you need, and we will match you with a local adviser who is authorised to discuss the area of advice you are looking for. The initial consultation is free, with no obligation to proceed.

People use our service for pensions and retirement planning, investment advice, inheritance tax planning, equity release, mortgage advice, and broader financial guidance. Using a local independent financial adviser can make it easier to review your options, understand costs, and decide what action is right for your circumstances.

If you want to review how the service works before submitting your details, you can read our privacy policy, review our cookies policy, or contact us for more information.

Local independent advisers

We use your postcode to help connect you with an adviser who can support clients in your area and understands the type of advice you have requested.

FCA-regulated support

Advisers matched through this service are FCA regulated, so you can speak to a qualified professional about your next financial decision with greater confidence.

Simple three-step enquiry

The form only asks for the details needed to identify your location, your advice requirements, and the best way to contact you about a free consultation.

What happens after you submit your enquiry

Tell us where you are based

Your postcode helps us identify advisers who can support clients in your local area and arrange a convenient first conversation.

Choose the type of financial help you need

You can request support for retirement planning, pensions, investments, mortgages, inheritance tax planning, equity release, or broader financial guidance.

Receive a free initial consultation

Once we have your details, we can connect you with an FCA-regulated adviser who is suitable for the type of enquiry you have submitted.

Advice areas people commonly request

Many enquiries relate to retirement income, pensions, investments, mortgages, and later-life planning. A local adviser can help explain your options, likely costs, and the next steps that fit your circumstances.

  • Pensions and retirement planning
  • Investment advice and wealth planning
  • Inheritance tax and estate planning
  • Equity release and later-life lending
  • Mortgage advice and remortgaging
  • General financial planning questions

Questions people ask before requesting a local adviser

The goal is to make the introduction clear and low pressure, so you can decide whether speaking with an adviser is the right next step.

Why do you ask for my postcode first?

We use your postcode to narrow the search to advisers who can work with clients in your area. That makes the introduction more relevant and reduces wasted follow-up.

Is the first consultation really free?

The initial consultation is free and gives you the chance to explain your needs, understand the adviser’s approach, and decide whether you want to proceed.

Will I be matched with an FCA-regulated adviser?

Yes. The service is built around matching enquiries with advisers who are authorised to discuss the type of regulated advice you are requesting.

What should I prepare before I speak to an adviser?

It helps to have a short summary of your goals, any existing policies or pensions, and a rough picture of your current finances so the conversation can stay focused on your priorities.