The Problem We Solve
People with substantial wealth all hit the same problem:
“Who can I trust to give me investment advice that’s actually good?”
- Banks push products.
- Big brands push models.
- Most advisers look the same from the outside.
We solve that.
We match you with a specialist adviser who genuinely fits your situation.
Start your journey to financial clarity with a complimentary initial consultation via Zoom or Teams, ensuring convenience and personalisation right from the start.
Who We Help
We work with people who have £250,000 or more across:
- Investment portfolios
- Pensions (SIPPs, workplace pensions, or drawdown)
- Cash savings and investments
- Inheritance or windfalls
- Property sale proceeds
- Business exit capital
- Tax planning
If your investable assets exceed £250k, you should be getting structured advice, not guesswork.
Why People Use Us
It’s quicker, safer, and easier to let someone who knows the market source the right adviser for you.
Investment Advice UK prides itself on transparency and integrity.
We do not provide financial advice ourselves; instead, we connect you with authorised and regulated financial advisers who are regulated by the Financial Conduct Authority (FCA). This approach means you receive expert, impartial advice tailored to your specific needs.
What clients value:
- We only work with FCA-regulated advisers
- We make sure the adviser is suited to your asset size and needs
- Your appointment is arranged professionally, with all details confirmed
- Your time isn’t wasted speaking to the wrong firm
- You get clarity, structure, and a proper wealth plan
Ready to Take the Next Step?
we’re here to connect you to someone who can give the right advice.
How it Works
- 1
We Speak With You First – You’ll have a conversation with one of our Client Liaison Specialists, where we gather the essential information to take the next step.
- 2
We Select the Right Adviser for You. We then choose, from our carefully selected panel of FCA-regulated advisers. The match is not random — it’s based on fit, capability, and track record.
- 3
We Arrange Your First Adviser Meeting. We book your initial conversation directly with the adviser at a time that suits you. This meeting is usually held on Zoom or Microsoft Teams
What You Gain
Plain, obvious benefits:
- Clarity on your entire investment position
- Confidence your wealth is being managed properly
- A structured plan for growth, tax efficiency, and protection
- A long-term investment strategy, tailored to your life
- A relationship with a high-quality adviser who focuses on larger portfolios
What clients value:
- We only work with reputable FCA-regulated advisers
- We make sure the adviser is suited to your asset size and needs
- Your appointment is arranged professionally, with all details confirmed at time convienent to you.
- Your time isn’t wasted speaking to the wrong firm!
- You get clarity, structure, and a proper wealth plan.
