No instant adviser scores.
Advisedly reads your enquiry to understand the help you need and how you would like to meet an adviser. We do not assess whether a financial product or decision is right for you.
What happens after you send an enquiry.
Someone at Advisedly reads your answers to understand the help you need. We then contact you about the next step. We do not automatically rank or recommend advisers.
Review first.
The form sends your enquiry to Advisedly for review. It does not select or recommend an adviser.
What we ask you
Advice needThe pensions, retirement, investment, business, inheritance or protection questions involved.
Goal and timingWhat you most want help with and when you would like to speak to an adviser. You can also tell us whether you already have one.
Value rangeAn approximate value for the assets relevant to your enquiry. This helps us check a firm's minimum amount without asking for exact balances. Inheritance enquiries can include property; protection-only enquiries skip this question.
Meeting preferenceWhether face-to-face or remote advice is preferred.
PostcodeYour postcode helps us look for local services. We can also consider advisers who meet by phone or video.
Contact detailsYour name, email address and phone number, so we and the receiving firm can contact you about your enquiry.
An introduction is not an endorsement.
Before choosing an adviser, check who they are, their FCA status, what they are allowed to advise on, their experience, services and fees.
You request the introduction.
When you request an introduction, Advisedly may share your contact details and enquiry answers with the financial advice firm it selects. The firm may contact you by phone or email about your enquiry. You decide whether to use its services.
You decide whether to go ahead.
We ask for your contact details after the questions about your needs. Your enquiry comes to Advisedly first. The form records your request for an introduction and permission to share your details with the financial advice firm we select for that enquiry. Marketing emails are a separate, optional choice.
We aim to confirm that we have received your enquiry within one working day and update you on the next step within two working days. Working days are Monday to Friday, excluding bank holidays. If we cannot help with your enquiry, we will let you know.
Any personal advice is provided by the adviser or firm you choose, under a separate agreement with them. That adviser or firm is responsible for its assessment, recommendations, services and charges.
Start an enquiry