Find an Independent Financial Advisor (IFA)

Where people rate financial advisers

Average Rating: 4.7 out of 5

Request a FREE Financial Health Check

With a local, well-rated, Independent Financial Adviser

Find a Rated IFA

AS FEATURED IN:

Why not get your finances on track with a free financial health check - a 30 minute call or meeting with a local, well-rated IFA? Use our tool to find an IFA and request your health check.

Below are some of the questions you can cover in your health check

What happens next ?

1. Request your health check

2. Agree a time with the IFA

3. Discuss your questions (meeting or phone)

4. Rate your experience

Your financial health check will be free of charge. The health check gives you the opportunity to discuss general questions, and identify what steps, if any, you should take. It would ordinarily take around 30 minutes. To get the most possible from your health check, have ready a summary of your financial situation (savings, debt, incomings, outgoings) and future plans.

If the IFA identifies any areas that require more detailed attention, they will be able to provide you with a clear price and proposal. There will be no obligation to continue with that proposal.

What our users say about their Financial Adviser (IFA)

Dhan Sharma
He was instrumental in guiding us through our changing financial goals and planning at retirement, recommending a far less risky strategy for our pensions and portfolios than we had been following for the previous few years - a new strategy that has performed admirably through the ups and downs of the markets since we retired.

Roger, Kent, 67
full review
Stephen Ng
We are very pleased with the service we have received from Stephen. His approach is undemanding and personable. He is not at all pushy, unlike some, and ensures his advice is relevant to our needs. Stephen has been very good at putting his advice into layman's terms and not baffling us with jargon!

Paul, West Glamorgan, 52
full review
Ivan Lyons
Ivan listened well to my needs and requirements before discussing a number of alternatives that could be suitable. He allowed me time to think through options before making a decision and didn't try to persuade me or put pressure on me to make a particular decision. I felt able to contact him for more information at any time...

Duncan, West Sussex, 53, Lecturer
full review
Lysanne Dunn
Fully versed with her job, and understanding of what I require. Offered useful suggestions and advice on related matters. Made light work of the paperwork for me and hassle-free management of funds and products.

Ian, West Lothian, 38, Software Engineer
full review
Derek Dryden
I found Derek to be extremely patient and understanding. He is also very relaxed and easy to talk to but at the same time showing complete professionalism and expertise. I am very impressed at how quickly he responds to any worries or queries that I may have. I would certainly have no hesitation in recommending his services...

Jude, North Yorkshire, 59, Private music teacher
full review
Allie Baglow
She has been of great support with her advice and I am more than pleased with my returns, I also added to my portfolio with a 2nd property, something I would not have had the confidence for pre Allie... if I haven't seen her for several months... we pick up were we left off. I look forward to her visits as I have every...

Mary, Cheshire, 57, Area Operations Manager
full review
Charlie Brown
My wife and I had a number of different pensions that weren't doing very well and everything was a bit of a mess. Charlie Brown sorted this out for us and we were very happy with his services.

Tim, Devon, 59, Writer
full review

Terms & Conditions:
Once you have requested a free financial health check, we will pass your request to an IFA who has agreed to offer VouchedFor users a free initial discussion. It will be the responsibility of you and the IFA to ensure the health check is conducted. This offer is subject to availability, specific IFAs may become unavailable depending on demand. If the IFA is unable to fulfil the health check, where we are notified, and where you have given us permission, we will endeavour to find a suitable replacement as appropriate. While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this service is subject to our terms and conditions.