Let’s find the right financial adviser for you
Don’t lose the wealth you’ve built
There’s a lot of personal finance you can do yourself but once you’ve built enough wealth then most people want to preserve it, grow it without taking on too much risk, and use it tax efficiently.
This is where a financial adviser can help.
They’ll reduce the risk of you making a mistake, losing money and worst of all running out because you’ve got your numbers wrong.
Our adviser matching service
We’re not advisers but help people in the UK find the right adviser because the big question is - who do you trust?
Here’s how it 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 support to navigate life-changing decisions
Pensions
Inheritance
Tax
Property
Retiring
This is for you if
You’ve received a lump sum and don’t know what to do with it, 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.
Finally stop worrying about money
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 no longer need to worry if you’re doing the wrong thing.
Plus, you won’t need to spend all that time and energy thinking about money so you can enjoy more of your life.
How 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.