Advice need
People can select more than one topic, such as pensions and investments, to explain the help they need.
Understand an enquiry before an introduction.
We ask people what help they need, their approximate pension or investment value, their situation, how they would like to meet and their postcode. Advisedly reviews these answers before proposing an introduction.
Start with enough context to decide whether you can help.
The person explains their needs before we discuss a possible introduction.
Service requirements
An approximate pension or investment value, the person's situation, postcode and meeting preference help us check whether your service could meet their needs.
Consumer control
The enquiry comes to Advisedly first. The person requests an introduction and agrees that we may share their details with a firm selected for their enquiry. They decide whether to use your services. Marketing permission is separate.
Commercial clarity
Any adviser terms will be published before paid participation begins.
Enquiries first. Adviser profiles later.
Advisedly does not currently publish adviser profiles or offer profile registration. We plan to add profiles when participating firms and their information can be checked and kept up to date.
See how enquiries workPlanned features for participating firms.
We plan to add firm profiles and tools for updating availability, sharing fees and managing introductions. These features are not available yet.