Follow these simple tips to improve your match and connect with the right financial expert for your needs.
Finding the best financial expert for your needs is easy with our Find Me An Expert service. To improve your chances of getting the most suitable match, follow these key tips:
1. Choose the Right Advice Category
When submitting your enquiry, carefully review the available advice categories and select the one(s) most relevant to you. This ensures you’re matched with an expert who specialises in your specific financial needs.
2. Provide Accurate Financial Details
Be as precise as possible when entering details about your savings, assets, mortgage, or other financial circumstances. Don’t forget to include assets you might have overlooked, such as old pensions, inherited funds, or investment accounts.
3. Share Additional Information
Use the free text box to provide more context about your enquiry. If there’s any important financial detail you haven’t included yet—such as your income, other assets, or specific concerns—adding this can help advisers understand your situation better and tailor their response accordingly.
How Is My Information Used?
All the information you provide is completely secure and will never be shared with third parties. Only the professional matched to you will see your details once they have accepted your enquiry.
Start Your Search Today
To make an enquiry, visit our matching service here or explore our directory of experts here.