We match you with a qualified, FCA-regulated financial adviser who specialises in your exact needs — pension consolidation, investment strategy or retirement income planning. Free to use. No obligation. Connected within one working day.
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Your enquiry has been received. You'll hear from us within one working day — usually sooner.
We connect people with advisers who have genuine expertise in their specific situation — not generalists, but specialists in what you actually need.
Multiple pensions from different employers is one of the most common situations we see. We match you with an adviser who specialises in locating, valuing and consolidating pensions — reducing cost and giving you a clear picture of what you'll retire with.
Most requestedDB pension transfers require specialist, regulated advice. We match you only with advisers who hold the necessary FCA permissions and who will give you an honest, unbiased assessment — not a recommendation driven by transfer fees.
Regulated advice requiredWhether it's an inheritance, a business sale, redundancy payment or accumulated savings — we match you with an adviser who builds tax-efficient investment strategies aligned to your timeline, risk appetite and income needs.
Lump sum & ongoingHow much do you need? When can you stop? How do you draw it tax-efficiently? We match you with advisers who model retirement income across different scenarios — so you can decide with confidence rather than guesswork.
5–10 yrs to retirementInheritance tax, gifting strategies, trusts and pension nomination — we connect you with advisers who help ensure the wealth you've built passes efficiently to the people who matter most.
PreservationMany of the advisers in our network offer ongoing relationships for clients who want a qualified professional reviewing their situation as life changes. Tell us and we'll prioritise this in your match.
Long-term relationshipsComplete the short form — takes under two minutes. No financial information required at this stage, just the basics of what you need and roughly what you're working with.
We identify the right FCA-regulated adviser from our network — someone who specialises in your specific situation, not a generalist. We confirm the match within one working day.
Your matched adviser contacts you directly for a free, no-obligation initial conversation. It's a genuine discussion about your situation — not a sales call.
After the initial call you decide whether to proceed with that adviser. No commitment, no fee, no obligation. Our job ends at the introduction.
"I had five old pensions from different jobs over thirty years. The adviser I was matched with consolidated them within a month — charges reduced, and I finally had a clear picture of what I'd retire with."
"I received a redundancy package and had no idea how to invest it without losing a chunk to tax. The adviser I was connected with was genuinely thoughtful — not just pushing products."
"We were five years from retirement with no real plan. Our matched adviser gave us a clear income model, sorted the ISA structure and we actually sleep better knowing the numbers work."
If something isn't answered here, the adviser we match you with will answer it in your first call. There are no awkward questions in financial planning — only decisions you haven't made yet.
Get matched free →Takes 60 seconds. No commitment. A qualified, FCA-regulated adviser in touch within one working day.
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