Per-seat pricing for financial adviser firms. The Adviser Seat plan includes full access to our UK financial planning tools, CRM and client reporting. The Free Listing is directory-only and does not include planning software, CRM or client reporting.
+ VAT
Everything your firm needs, per seat
Planning software, CRM & case management — one subscription
+ VAT · or £1,290/seat/year (2 months free)
The directory is free for consumers to search. Read the full directory disclosure.
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle.
No. All plans are month-to-month (or annual if you choose). Cancel anytime with no penalties.
We accept all major credit cards and debit cards. Adviser firms can also pay by invoice.
Every adviser seat is the same simple per-seat price, with two months free on annual billing. Larger practices are welcome to contact us to talk through their setup.
We’re in beta and only show verified reviews from real users. Watch this space — our beta planners are sharing their stories soon.
Adviser sign-ups are currently limited to beta places. Join the waitlist and we'll let you know the moment a spot opens.
Join the Adviser Waitlist