Financial Advisor Finder
Based at the Innovation Centre in York, we have decades of experience in data analytics within the financial services sector. Through our association with leading firms of financial advisors we are able to accurately match your requirements with locally-based advisors. All the advisors listed on our site are able to offer you a no-obligation initial meeting.
Our service is simple to use and there are no hidden fees or gimmicks.
All advisors that we match you with are authorised and regulated by the Financial Conduct Authority (FCA) and have expertise in the type of advice you require.
My daughter had been insisting for some time that we get things sorted out. Very useful and happy that we made contact.
Some good reasons for using a financial advisor
Protect your family
Help plan your spending and saving
Help plan for retirement
Secure your house
Help you meet your investment goals
Peace of mind
Everyone can benefit from professional financial advice. It can help you protect and build your assets and assist you in making the most of your investments whilst securing the long-term future of you and your family. Financial advisors can assist with a range of areas including pensions & retirement, savings & investments, tax planning and funding long-term care.