The first step in choosing a Financial Advisor is finding one. Traditional methods of finding a Financial Advisor have moved on a bit lately. Not so long ago, your Financial Advisor might have been a family friend, or tied to the company you work for, or maybe you just came across their number in the Yellow Pages.
The good news is, here at Regulated Advice we have made the process a lot simpler. Now all you have to do to find the perfect Financial Advisor is to “Ask a Financial Advisor” your question. Then, before you can say sorted, we’ll provide you with a list of ideal candidates.
You can also search for a specialist or look for a specific product. All of our advisors have their own profile page with a picture, an interview, a list of the services they provide, a list of previous questions from clients they have answered and of course testimonials from real customers they've helped in the past.
It's a good idea to know what you're looking for before reaching out. Do you need advice on mortgages, insurance or are you looking to invest? Most Financial Advisors will have a speciality (such as pensions), but some prefer to offer more general advice.
Before taking any financial advice, make sure you’ve read our guide on what questions to ask your Financial Advisor.
Our platform is a comparison service for finding Financial Advisors and allows people to compare and review their opinion on Financial Advisors. Regulated Advice is a trading name of RMT Group (UK) Ltd. Registered Office: 5th Floor, 22 Eastcheap, London EC3M 1EU. RMT Group (UK) Ltd is a company registered in England and Wales, number: 08452090. VAT number: 185662480.