Updated 03 September 2020
Searching for an adviser can be daunting if you aren’t sure what to look for, or what kind of advice is available. The Unbiased Connect tool is designed to make the process quick and simple, so here’s a brief guide to using it in the most effective way.
Choosing to seek financial advice is a great positive step. But what comes next? If you’ve never seen an IFA before, then you may worry about finding one who is suitable for you. Even a personal recommendation doesn’t help very much – because an adviser who is right for your neighbour or colleague may not be the right one for you.
Unbiased offers you not one but two solutions to this puzzle. The first is to use our postcode search to view a list of suitable advisers in your area, which you can then compare with our adviser checklist to see how well they meet your needs.
The second way can be even quicker, and is particularly good if you really aren’t sure which adviser will be best for you. With the Unbiased Connect tool, you just enter some basic information and a suitable adviser calls you back within a couple of days – or even just a few hours.
Using the Connect tool
The Connect tool matches you automatically with an adviser who is ready and able to help. All you need to do is make sure that the information you provide is as clear and as detailed as possible, as this enables our advisers to decide whether or not they can assist you. Generally, detailed enquiries get quicker and more suitable adviser matches.
When you click on the Connect tool you’ll see this form. It’s simple to fill in, but here’s a walk-through guide to sending the perfect enquiry.
All information you enter is completely confidential and is never shared with third parties under any circumstances. Your contact details will only be sent to the adviser who accepts your enquiry.
Once you’ve filled in as many of the fields as you can, just click ‘Connect me with an adviser’ and we’ll do the rest.
Now just wait for the call…
Your enquiry will go straight to the most suitable local advisers, and usually a match is found within 48 hours. If you’re lucky, you may even hear back within an hour or two. Occasionally it’s not possible to find a match within that time, but in most cases we will be able to find someone to help you.
When a match is found, we’ll email you immediately to let you know to expect a call from that particular adviser. When your adviser calls you, they will confirm they have been connected to you through Unbiased, to give you assurance that it’s not a cold call.
The Unbiased Connect tool makes it possible to find a suitable adviser in a very short space of time, even if you’ve never sought advice before and aren’t sure what to look for. Remember, by making your enquiry as detailed as possible, you increase your chances of
Give it a try – it could be the start of a beautiful friendship.