YOUR FINANCE EXPERT
Reclaim Your Financial Confidence With Our Independent, FCA-regulated Advisors
Let go of financial worries. We connect you with Best Certified Financial Planner who crafts personalized solutions, guiding you to lasting peace of mind and a confident future.
FCA-Regulated Advisors Only
Local Financial Advisor
Quick, Free & No Obligation
FINANCE PLANNING
SERVICES
Effective financial planning is the foundation for a secure and prosperous future. In today's dynamic world, wealth management, secured retirement and navigating complex investments demands expert insight and a truly personalized approach.
Our network connects you with independent, FCA-regulated advisors who are masters at building custom financial strategies – designed specifically for your unique aspirations. They empower you to make confident choices, ensuring your assets are managed smartly to hit your targets and bring you lasting peace of mind.
OUR CORE FINANCIAL SERVICES INCLUDE
Service Pensions & Investments
Securing your financial future begins with smart pension and investment planning. Our independent financial advisors are here to demystify complex pension options – helping you consolidate old pots, and understand flexible retirement income solutions that fit your lifestyle. Beyond pensions, they meticulously craft personalized investment strategies, carefully aligning with your individual growth aspirations and risk tolerance.
With our experts your wealth won't just be preserved – it will actively grow! We help you connect with advisors who create personalized investment plans aligned with your goals and risk tolerance. This puts you in a strong position for long-term financial independence and peace of mind.
Inheritance & Estate Planning
Thoughtful inheritance and estate planning is crucial to protect your legacy and ensure your assets are distributed exactly as you intend. Our Financial Advisor UK offer comprehensive strategic guidance that's more than just drafting a will. They'll help you with complex inheritance tax planning, advice on setting up trusts and clarify the details of wealth transfer.
Our Independent financial advisor ensures your hard-earned wealth makes its way to future generations efficiently, helping to reduce potential tax burdens and prevent family disagreements. This holistic approach provides incredible peace of mind, because you'll know your loved ones' financial future is secure, and aligned precisely with your wishes and values.
Life & Income Protection
Protecting your financial stability against life's uncertainties is indispensable. Our Personal financial advisor UK specialize in comprehensive protection planning, and make sure you & your loved ones stay secure, even when unforeseen circumstances arise.
Our advisors offer expert guidance on crucial solutions like life cover, which provides financial support when you need it most in situations like death; critical illness insurance, protecting against severe health events; and robust income protection plans, maintaining your lifestyle if you're unable to work.
Frequently Asked Questions.
The very first chat with any financial advisor we connect you with through I-Advice is completely free and comes with no obligation. This is your chance to discuss your needs openly and make sure you feel truly comfortable with the advisor before you commit to any services or fees.
Once you submit your request, our system gets to work matching you with suitable advisors from our network.
We are renowned for our efficiency. You can typically expect to receive your tailored advisor matches – complete with their profiles and contact details – within just 24-48 hours of submitting your request.
Yes. We partner with independent financial advisors (IFAs) only who are fully regulated by the Financial Conduct Authority (FCA).
Our team of experts cover a broad spectrum of financial planning areas. Whether it’s building wealth, planning for retirement, choosing smart investments, sorting out inheritance, pension services, tax efficiency and protection planning, we’ll connect you with someone who knows their stuff.
Your satisfaction matters most for us. If you don't feel one of our matched advisors is the right fit, there's no pressure to proceed and you're welcome to discuss other options with us.
We have a thoroughly vetting process that helps us to thoroughly check every advisor for their FCA regulation status, professional qualifications, and relevant experience.
88+ reviews with an overall 5-star rating.
I have been working with Paul over the past few years and he has provided balanced, fair and well informed advice. He fully understands my retirement plans and is constantly helping me to get the best outcome.
Verified Client
Wiltshire
I cannot speak highly enough of Paul Shorten and the outstanding service he has provided me with regard to my personal pension. Paul's expertise and dedication have truly transformed my financial situation, and I am incredibly grateful for his invaluable assistance.
Verified Client
Oxfordshire
Paul was very considerate to my situation and offered valuable guidance and advice, he listened and reassured, and helped me see my options clearly. Very grateful your advice Paul.
Verified Client
Cambridgeshire