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With a local, well rated Financial Adviser

Ensure your finances are on track in 2023 with a free Financial Health Check. Simply fill out the short form below and have a 30-60 minute call or meeting with a local, well-rated financial adviser

With more than 7,000 financial advisers and over 250,000 reviews, VouchedFor is home to the UK's top advisers. Simply fill out the form and we'll find the best adviser near you to conduct your Free Financial Health Check. 

We take data security very seriously and never pass your information to anyone other than the financial adviser conducting your check

Prefer to call us? Freephone 0203 544 5619

Discuss your questions with your financial adviser (meeting or phone).

We'll search our database of financial advisers to find the best rated one near you. 

Rate your experience of your adviser.

Your financial health check will be without charge. It gives you the opportunity to discuss general questions, and identify what steps, if any, you should take. It ordinarily takes around 30 minutes. To get the most from your financial health check, please have ready a summary of your current financial situation (savings, debt, income, outgoings) and future plans.

If the financial adviser 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.

Select your current situation to see some of the questions you can ask at your pension check:

Is my family covered if anything were to happen to me?

Can we afford to move? How much could we borrow?

Am I paying more than I need to on my mortgage?

Am I making the most of tax-free saving schemes (e.g. ISAs)?

How should I save for my children's education?

Am I on track for a comfortable retirement?

How should I save for my children's university fees or house deposit?

What's the best way to save and invest - ISAs or pensions?

Is my family covered if anything were to happen to me?

Am I paying too much on my mortgage?

What do I need to do to benefit from new pension changes?

How do I know if I am on track for a comfortable retirement?

How can I make sure all of my pensions are accessible?

What's best for me – annuities, lump sum or drawdown?

How should I make a plan that allows the best possible retirement while covering for emergencies?

What do I need to do to benefit from new pension changes?

How can I ensure I am making full use of my pension?

How can I work out an inheritance plan for any unrequired pension funds?

Should I supplement my income with alternative options like equity release?

How can I make my money last?

Verified professionals

Financial Advisers are checked against the Financial Conduct Authority Register, and must confirm their 'independent' status. We run more checks than any other adviser directory. 

Genuine Client Reviews

VouchedFor is the leading reviews website for financial and legal advisers in the UK with thousands of well reviewed professionals on board. Only genuine clients can review their adviser and we verify every review.

All of the professionals on VouchedFor are experts at what they do. However, if you’re not completely satisfied with your adviser after the first meeting we will help you find someone else. We want to take the pain out of finding a reliable adviser. Just let us know your requirements and we’ll do the leg work for you.

100% Satisfaction Guaranteed

Terms & Conditions:

Once you have requested a free inheritance tax check, we will pass your request to a financial adviser who has agreed to offer VouchedFor users a free initial discussion. It will be the responsibility of you and the financial adviser to ensure the inheritance tax check is conducted. This offer is subject to availability, specific financial advisers may become unavailable depending on demand. If the financial adviser is unable to fulfil the inheritance tax 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.