Let’s find the right financial adviser for you
Making big financial decisions alone is scary
Having a financial adviser manage your money makes sense if you don’t want to do it yourself, but then the question is who do you trust?
We kept being asked by people in our audiences so we’ve identified advisers who have similar philosophies on money to us: they are independent, charge low fees and generally believe in investing through passive index funds.
How our adviser matching service works
Book a free consultation with us so we can learn more about you and suggest advisers you could work with, fees etc.
You’ll be introduced to any adviser you like for a free chat. If you’re not happy, we’ll match you with someone else.
If you’d like to test out your adviser before committing to them, you can pay for guidance for a flat hourly fee.
Professional management of your key wealth levers
Pensions
Investing
Tax
Property
Planning
This is for you if
You’ve received a lump sum, or
You have more than £250k in investable assets (everything but your home), or
You are over 50 years old and need help planning your retirement, or
Your finances are complex, for one reason or another.
Reduce your money worries
Yes, a good financial adviser should help you make the most of your money.
But beyond that, they can help you feel better about money because you’ll know you’ve got a solid financial plan built by a professional so you can stop worry you’re doing the wrong thing.
Plus, you won’t need to spend all that time and energy thinking about money so you can (hopefully!) enjoy more of your life.
How advice fees work
It depends on the adviser and your circumstances but you can roughly expect to spend 1.5% of your assets initially for them to take you on as a client, i.e. building your plan, allocating your money, setting everything up etc.
And then the charges are about 0.75% - 1% on an annual basis for your adviser to manage your money.
We will receive a commission for introducing you but it won’t affect the price you pay.
Some of our trusted advisers
Lisa Conway-Hughes
FCA accredited financial adviser
Lisa has the highest level of qualification a financial adviser can get, ‘Chartered’, which is the top 10%. Lisa is a friend of the podcast (she’s been on a few times) and the Founder of LCH Wealth. Check out Lisa’s episode on pensions.
George Agan
FCA accredited financial adviser
George is also a Chartered financial adviser and planner. He works at Flying Colours Advice and, like everyone we work with, has similar philosophies on money to us. Check out his episode on securing your financial future.
Tom Ashworth
FCA accredited financial adviser
Tom was an accountant for seven years before becoming a financial adviser so has a strong grasp of both personal and professional finances. Tom has similar values to us, and wants to help as many people as he can. Tom’s website.