How to find an expert financial adviser with Unbiased

Many of us are comfortable handling daily finances, such as switching current accounts for a sign-up bonus, seeking out the best energy tariff, and saving responsibly. But what about the bigger decisions?

We can’t all be naturals at planning for retirement, organising an inheritance strategy, balancing the benefits of annuity versus drawdown, or navigating estate planning. Each of these steps can feel daunting, even to the most financially confident households. Without a guiding hand, they quickly fall to the bottom of your to-do list.

Seeking professional, regulated financial advice can help bring the answers you need – that’s where Unbiased comes in.

As the UK’s leading marketplace for regulated financial advice, Unbiased is your first port of call for safely accessing the support you need. For more than 14 years, Unbiased has connected customers with qualified financial advisers who are ready to provide clear, honest advice about your money.

Unbiased has helped more than 10 million people find financial advice, and holds a Trustpilot rating of 4.5 out of five from over 10,000 customer reviews – a sign of the confidence Unbiased users place in its service.

The matching process is fast, easy, and free, with a professional financial adviser matched to your specific needs within minutes. To get started, simply answer a few quick questions about your financial situation, then let Unbiased’s expert algorithm find the best adviser for your needs.

For peace of mind, your information is confidential, encrypted, and stored securely by Unbiased.

All listed financial advisers and mortgage brokers are qualified and regulated by the Financial Conduct Authority (FCA), which means they are held to high professional standards, and you are covered by consumer protections.

Financial advisers you can match with through Unbiased can help with complex financial situations, such as retirement planning, setting out a roadmap for inheritance, estate planning, and protection needs like life insurance. They can also provide support with pension options, investments, and how best to deal with inheritance tax and savings consolidation.

Advice is also available to help you navigate your finances through major life changes and to compare strategies, such as pension annuity versus drawdown.

Once matched with an adviser, they’ll contact you to schedule a free initial consultation.

This first meeting is designed to help you understand your options before making any commitment to go further. It is your opportunity to discuss your financial goals, ask about fees, qualifications, and specialist knowledge, and clarify what the next steps might look like if you choose to continue. You can also ask about their experience helping clients in a similar position to yours.

Every adviser you find through Unbiased is regulated and qualified. So if you’re facing a major financial decision or want to plan ahead for when that day comes, Unbiased offers a simple way to connect with a regulated adviser and book an initial consultation.