Ready for professional advice?

Tell us what you need. We’ll help make the introduction.

Answer a few questions so we can understand the type of help you are looking for. Adviser Finder can then review your enquiry and, where appropriate, connect you with an FCA-regulated adviser company.

01Your needs

02Your position

03About you

04Review

Step 1 of 4

What would you like help with?

Choose the area that best describes what you want to discuss. You can add more context later.

Retirement planningPlanning when to retire, income in retirement or reviewing your position.

PensionsExisting pensions, consolidation, transfers or pension options.

Investing & wealthInvesting a lump sum, ongoing investing or wealth planning.

Tax planningExploring tax-efficient ways to structure your finances.

Inheritance & estate planningPassing on wealth, inheritance tax or estate planning.

Something elseNot sure which category fits? Tell us what is on your mind.

Step 2 of 4

A little about your position.

These broad details help us understand which adviser company may be appropriate. Estimates are absolutely fine.

Your age range

Approximate pensions / savings / investments

A broad range is enough — do not enter account numbers or sensitive financial credentials.

Current situation

Postcode

When are you hoping to speak with an adviser?

Step 3 of 4

How should we contact you?

We’ll use these details to discuss your enquiry and the next step in arranging an introduction.

First name

Last name

Email address

Phone number

Preferred contact method

Best time to contact you

Anything else we should know? (optional)

Step 4 of 4

Ready to send your enquiry?

Please check the information below. When you submit, it will be sent securely to the Adviser Finder team for review.