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Get Matched with a Participating Adviser
Answer 6 quick questions and we'll identify up to 3 participating advisers whose stated specialisms and location match your answers — free, no account required. Always verify FCA authorisation at register.fca.org.uk.
Step 1 of 6
What do you need help with?
Select everything that applies — you can choose more than one.
⚠ Pension transfer warning: If your retirement plans involve transferring a pension — especially a defined benefit (final salary) scheme — that is a significant, often irreversible decision. If your pension is worth £30,000 or more, you may be legally required to take regulated financial advice before transferring. Consider speaking to MoneyHelper or booking a free Pension Wise guidance appointment before you proceed.
Please select at least one area.
✓ Free service✓ Verify firms on the FCA Register✓ No account needed
How much do you have to invest or protect?
This helps match you with advisers who typically work with clients in your situation.
Please select an option.
Where are you based?
Enter your postcode to find local advisers, or choose your region.
Advisers can often accommodate urgent requests — let them know your timeframe.
Please select a timeframe.
How do you prefer to pay for advice?
Most UK advisers charge a fee; some arrangements may include commission on certain products.
Please select a preference.
Almost done — how should advisers reach you?
Your details are only shared with the advisers we match you with.
Retention: if you don't request an introduction to any firm, we delete or anonymise your enquiry details (including your name, email and phone number) after 30 days. If you do request an introduction, your details are shared only with the firms you choose.
Wealth365 does not sell your data. Adviser introductions are free for consumers.
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.
Finding your best adviser matches…
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