Speak To An Adviser
Talk to an FCA-regulated adviser when you're ready
Our free 60-second planner helps us understand your situation, then — only if you'd like — we connect you with a verified UK financial adviser. No pressure. No obligation.
See what people in your situation usually do- UK-focused financial guidance
- Aligned with FCA principles
- Educational, not advisory
FCA-regulated only
Every adviser in our network is authorised by the Financial Conduct Authority and verified on the FCA Register.
No obligation
Your initial conversation is free. There is no commitment to take any action afterwards.
Takes 60 seconds
Our short planner gathers what an adviser needs so your first call is focused and useful.
How it works
- 1. Complete the planner. A few short questions about your inheritance and goals — takes about 60 seconds.
- 2. We match you. Based on your situation, we identify suitable FCA-regulated advisers in our network.
- 3. Free initial call. Speak to an adviser at no cost. Decide afterwards whether to proceed — entirely your choice.
Why it helps
Mistakes a good adviser helps you avoid
These come up repeatedly in UK financial planning conversations. Knowing them in advance helps you sidestep them quietly. For the full reference, read our UK Inheritance Mistakes Study Guide.
Acting too quickly
Major financial decisions made in the first weeks rarely age well. Most UK advisers recommend a 3–6 month pause before committing significant sums.
Leaving money idle for too long
Cash sitting in a current account loses value to inflation. After your initial pause, having a clear plan matters as much as having one at all.
Not considering the tax position
Inheritance Tax may be settled by the estate, but Income Tax, Dividend Tax and CGT can quietly affect what you do next. ISAs and pensions help shelter much of this.
Gifting without planning
Generous gifts can be brought back into your own estate under the 7-year rule. Annual exemptions and gifts from surplus income help give efficiently.
FAQ