How do I find a financial adviser near me?

Use the Wealth365 IFA directory to search by postcode, town, or region. You can filter by specialisms such as pension transfers, IHT planning, retirement planning, or mortgage advice. Always verify a firm's FCA authorisation status on the FCA Register at register.fca.org.uk before engaging an adviser.

Are all advisers on Wealth365 FCA authorised?

Listings in this directory are sourced from publicly available data. You should always verify a firm's current authorisation status independently using the FCA Register at register.fca.org.uk before engaging any adviser. Only firms that have been individually confirmed will display a Verified badge.

How does the adviser matching service work?

Answer a short set of questions about your situation — retirement timeline, assets, goals, and location. Wealth365 identifies advisers in the directory whose stated specialisms and regions match your needs, and shows you their profiles.

How much does it cost to use the IFA directory?

Searching the directory and using the matching service is free for consumers. Advisers pay a listing fee to appear in the directory. There is no referral fee charged to either party when a consumer contacts an adviser.

What is an Independent Financial Adviser (IFA)?

An Independent Financial Adviser (IFA) is a regulated professional who can advise on products from across the whole market, rather than being tied to a single provider. They must hold a Level 4 qualification as a minimum and are authorised by the FCA to give personalised financial advice.

Which areas of the UK does the directory cover?

The directory covers all 12 regions of the UK: London, South East, South West, East of England, East Midlands, West Midlands, Yorkshire, North West, North East, Wales, Scotland, and Northern Ireland.

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Answer a few questions and we'll identify participating advisers whose stated specialisms and location match your answers.

What do you need help with? *

Retirement Planning Investment Advice Tax Planning Estate Planning / IHT General Financial Planning

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Approximate investment size

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Your name *

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Anything else you'd like an adviser to know? (optional)

Commercial disclosure: Advisers who receive matched leads pay Wealth365 a fee per lead. Results are limited to participating firms and may not represent all available advisers. Use the FCA Register to search all FCA-authorised advisers for free. Your details will be shared with matched advisers. Free, no obligation. By submitting, you agree to our privacy policy.

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How reviews & ratings work

Important: Wealth365 provides this directory and matching service as an introductory service only. We do not provide financial advice, and we do not recommend or endorse any adviser or firm — inclusion in the directory or in match results is not a recommendation. Commercial disclosure: advisers pay Wealth365 to be listed with an enhanced profile and to receive enquiries, and advisers matched through Get Matched pay Wealth365 a per-lead fee. Match results come from participating firms only — not whole-of-market. Always verify a firm's current authorisation status on the FCA Register before engaging any adviser. This directory is anchored on the public FCA Register. Unclaimed listings are sourced from public FCA Register data. Company numbers, where shown, are supplementary information only. Ratings shown are from moderated client reviews — see how reviews & ratings work.

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