Advisor Link

Advisor Link is a UK-based financial advice matching service that connects private individuals and businesses with FCA-regulated financial advisers and wealth managers. Its service is free for people seeking advice, with no subscriptions or upfront payments, and is tailored to each client’s circumstances, objectives and preferred approach. After learning about a prospective client’s needs, Advisor Link selects a suitable professional from its panel and coordinates a complimentary financial review, usually held online via Microsoft Teams, with in-person meetings available by arrangement.

The partner advisers and firms offer guidance across investment and wealth management, pensions and retirement planning, estate planning, tax optimisation, protection, mortgages and property, banking services and corporate financial planning. They can also provide access to financial products not generally available on the high street and offer annual reviews to help keep strategies aligned with clients’ goals. Advisor Link describes its panel as including more than 30 partner firms, from boutique wealth managers to specialist investment managers and private banks.