No state pension, no final salary
No mortgage, debt, equity realease
From various sites
We provide a truly local search for consumers to find advisers near them with permissions and qualifications for their needs. You can promote your service to any specific location and for a limited time only get FREE enquiries into your inbox. And all this, every month for around 10% of the cost of a single lead generated by other activities in the financial advice area.
Compared to our competitors we offer highly targeted and relevant placements, and offer consumers a truly location based mapping service of adviser offerings. There is also a benefit to being on a new platform early in the life cycle so you get a larger share of impressions than you do in a mature platform with thousands of paid listings. Sign up now to take advantage of the opportunity while it lasts!
Even though we are relatively new, we are listed 3rd on Google for searches for 'financial advisers directory' behind moneyhelper and the pfs website and above unbiased and vouchedfor. We are also paid search experts and for every listing we automatically generate ad campaigns around your specific target location to ensure consumers see your listing.
Firm listings start at £19.99 a month + VAT, Adviser listings £9.99 per month + VAT each. You can buy any combination of just one adviser, to multiple firms, trading names and regional offices plus as many advisers as you have working at each.
No, we believe you should stay if we provide value for money. Cancel at any time and your subscription will not renew when it is next due.
We provide a complete list of advisers to consumers. This is the largest directory in the UK, containing all FCA regulated firms, trading names and individuals. It will become the place to search for advice in the UK. Thats why we invested heavily in the domain financialadvisers.co.uk.
We need to ensure our listings are only claimed by the rightful owners. To do this we ask the account owner to verify their identity before claiming the firm or adviser listing. The process is free and only takes 1 minute, but you will need to have your driving licence of passport with you to in order to complete this stage. Once complete, we can confirm you work for the firm you are trying to claim and start the process of verifying your listing. Once we know you are a regulated firm or individual we know we can rely on your requirements from the regulator to only present accurate and up to date information to us, as you would be required to do direct to consumers.
Your listing for the firm and advisers you are creating is checked against the FCA directory. Only firm names, trading names and individuals listed in our database will be published. Only individuals listed as part of firms can be published on the website. You will need FCA firm FRN's and individual FRN's in order to complete the set up process.We licence this data from the FCA to ensure their are no bad actors involved in claiming listings.
Yes, you can claim and publish a listing just for your firm.
Yes, you will need to create a firm in the interface in order to then create an adviser as part of that firm, but you need only pay for the adviser listing. The adviser listing will show up in the search results, but some of the firm information will show on the adviser profile page.
When you try to create your firm you may be advised that someone else has already claimed this listing. You have 2 options. 1) If you feel you should manage the listing you can email the current listing manager to initiate a transfer to your account. 2) You can accept the firm is managed by someone else and create a dummy firm listing in your account purely to facilitate your adviser listing. Then add your adviser listing to the firm listing in your own account and you can manage and pay for just your own listing. Information relating to the firm will be provided from the firm listing owner. This allows individual advisers to promote themselves in their target areas, without need to defer to head office to manage the process.
Yes, each firm or adviser listing has a 'target postcode'. The system will show listings based on a radius from the postcode search performed by the consumer. The closest results will show up and this is based on the chosen target postcode. You should either provide your office postcode, or a postcode in the centre of the area you wish to target.
Yes, we have a csv template upload system. Simply create the firm listing and then use the menu option for the csv upload. You will be allowed to download a template csv file which you can complete and then upload when ready. Once you have done this you will need to add photos for each adviser and then you can submit the listings to be published.
Yes, we monitor all known trading names, past and present. Our 'namesearch' facility allows consumers to check your trading names against the register. We also allow different trading names to be registered against the same FRN (firm reference number) if they are registered with the FCA database.
Some new Yes, our system will not allow duplicates based on the FRN, Firm / Trading name and postcode. This means you can have all your trading names listed at the same head office and postcode. Or you can have your head office listed and each of your regional offices. Or any combination of the above. And of course you can attach your advisers to the right listing so their adviser page shows the correct trading name or regional office name. As long as the advisers work for the firm with that FRN & the trading name is listed against that firm according to the FCA, then the listings can be published. Get in touch with us if your situation is complex and we will recommend a set up or assist.text
Currently we only offer payment via card to enable the subscription model at such a low price point.
Firm listings start at £5 a month + VAT, Adviser listings £2.50 per month + VAT each using voucher code: 75x3months. You can buy any combination of just one adviser, to multiple firms, trading names and regional offices plus as many advisers as you have working at each.