Find a financial adviser

How do you find the right financial adviser for you? Much depends on what you want to achieve, but also on the personal chemistry between you.

Our online search can give you a shortlist of regulated advisers near you, and you can refine your search in many ways (e.g. to find advisers with specialist experience or particular qualifications).

When you have narrowed down your list to three or four, contact each adviser firm to find out more about them. This is the time to use our adviser checklist. It covers all the key questions you may need to ask, so print off as many copies as you need and fill one out for each firm.

By now you should have a good idea about which firm is your favourite, but you should still meet your adviser in person before engaging them. You are looking for someone who understands you, and also someone you can understand. Usually you know when you’ve found them, but if you have any doubts then keep looking.


About the financial advisers on

Every financial adviser on our site is authorised by the Financial Conduct Authority (FCA). None of them can accept commission in payment, which prevents any conflict of interests when they recommend products. They fall into two categories: independent financial advisers (IFAs) and restricted whole-of-market advisers.


An IFA will give you impartial, unrestricted advice that considers every financial product on the relevant market.

Restricted whole-of-market advisers

This kind of adviser is restricted as to the type of products they can advise upon, but will still offer impartial advice that considers all providers of those products. The adviser must explain to you exactly how their advice is restricted.

Confusingly, there is another kind of adviser known simply as ‘restricted advisers’. These advisers are restricted by the range of providers they can recommend. Consequently, they are not listed on