We connect people with financial
and mortgage advice
Your future, secured. Get matched with a fully regulated UK financial advisor or mortgage advisor today, for your free initial consultation.
What type of advisor are you looking for?
What type of advisor are you looking for?
We work with
We work with
Why us?
Free consultation
Your first session is free, allowing you to discuss your financial goals in detail.
Fast service
Get matched to one of 300+ financial advisors in as quick as 14 minutes.
No hidden fees
Your advisor will clearly outline their fees before making any recommendations.
We have helped 54,500 people since 2016
Verified
We check that all financial advisors are on the Financial Conduct Authority (FCA) register. They must also confirm their independent or restricted status. Mortgage advisors are verified with their firm and checked against the FCA register.
Independent
Our service is completely independent. As the UK's leading case study platform for advisors, we (together with Financial Advisor Direct) help approximately 10,000 consumers annually connect with trusted financial and mortgage advice.
Transparent
Your initial consultation, typically 30 minutes to one hour, is a no-obligation opportunity to determine if the advisor is the right fit. All regulated products require the advisor to clearly disclose their remuneration and fees upfront.
How it works
Step 1
We begin with a detailed conversation to understand your complete, unique financial picture.
Step 2
Based on your specific situation, we introduce you to an advisor via video, telephone, or a face-to-face meeting.
Step 3
Your advisor will provide full fee transparency upfront before presenting you with any tailored recommendations.
You're in good company
We are dedicated to ensuring you find the right financial advisor. Our track record speaks for itself, with over 54,500 people trusting our matching service to connect them with the right professional.
306
financial advisors on the platform.
202
financial advisor testimonials on the platform.
News & blogs
Pensions & retirement
4 min read
What happens to your pensions when you divorce?
Divorcing? Find out what happens to your pension when you divorce and how sharing orders could affect your retirement.
Pensions & retirement
4 min read
Transferring a SIPP to a different provider
Transferring a SIPP to a different provider can be harder than it should be. Find out why and what to check before you start.
Inheritance tax planning
5 min read
Can I use trusts to reduce inheritance tax
Can trusts reduce your inheritance tax bill? Discover how different trust types work and what HMRC rules mean for your estate planning
Explore hundreds of case studies
510 case studies
Pensions & retirement
10 case studies
Final salary pension schemes
524 case studies
Investments & savings
51 case studies
Financial planning
50 case studies
Inheritance tax planning
13 case studies
Insurance & protection
21 case studies
Equity release
10 case studies
Mortgage & remortgage
0Accountancy
Match with an advisor for free
Frequently asked questions
How do I find a financial advisor?
We will help you find a financial advisor who is perfectly matched to your needs. Click here to get started.
How much does a financial advisor cost?
If you appoint a financial advisor to transfer your investment or pension portfolio, you may be charged a fee based on the total value of the funds. Typical percentages range from 1% to 3%. For complex cases, such as a final salary scheme, a fixed fee can be agreed upon before giving advice. Some advisors may charge you an hourly rate for certain specific services, such as calculating pension lifetime allowances.
Where are you based?
Regulated Advice is a specialised financial services customer acquisition firm based in Gibraltar.
What is the most popular method of introduction?
For financial advice on pensions and investments, a face to face appointment is the most common method, followed by video calls and telephone consultations. Advice regarding mortgage and equity release is handled exclusively via telephone consultation.
How do I cancel or reschedule my appointment booked with Regulated Advice?
You can reach us by phone between 9:00 am – 11:30 am and 12:30 pm – 4:30 pm. If you call when the lines are busy or outside of these times, please leave a voicemail. We will call you back as soon as possible.
Get regulated advice now
We'll find a financial advisor perfectly matched to your needs. Getting started is easy, fast, and free.
