How It Works

How It Works

Watch out quick video below which explains exactly how we make it easy for you to find an independent, fully regulated, trusted financial advisor in Edinburgh:

It’s really simple, and you should be done from start to finish in less than 30 seconds!

To start with you just have to select the type of advice that you need. We have a number of different options, if you are not sure what advice you require, then just select the ‘General Advice’ option.

Next, tell us whether you want your advice over the phone to begin with or if you’d lie to arrange a face to face meeting with your adviser straight away.

After that, all that’s left is to provide us with your contact details so that your adviser can get in touch with you to give you your free consultation.

You’ll then receive a call from your adviser to discuss your needs in a little more detail. At this point, you can also arrange a time and date for your free, no obligation consultation too.

You can rest assured that whatever adviser you are matched with that you are in safe hands, we only partner with fully FCA regulated financial advisers.

Click here to fill out our quick form to get a free consultation from the best independent financial advisers in Edinburgh.