Financial & business guides
Confidentially search for details of independent financial advisers close to where you live or work from around 9,000 IFA locations UK-wide.
Our guides provide information on a range of financial products
You can find further information on a range of financial products that IFAs advise on including pensions, mortgages, tax, savings and investments, in the guides below. You can also find information on other areas of financial planning in our Factsheet section.
Please click the title to view the Guide in full or click on either the Word or PDF versions to download a free guide onto your desktop.
You will need Adobe Acrobat Reader to be able to view the PDF versions. If you do not have Adobe Acrobat Reader installed click here to download it.
Click here to download a FREE consultation voucher. Once you have downloaded a voucher please bring it with you to your initial meeting with your local IFA.You can find an IFA by searching our 'Find an IFA' database.
General Financial advice
Pensions
Mortgages
Savings and Investments
Tax
Other guides / Business
The booklets are available in the following alternative formats: large print, braille and audio tape. Please call our Hotline on 0800 085 3250 if you wish to order an alternative format.
