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Answer six quick questions. We'll review your request and introduce you to independent professionals suited to your situation — usually within one business day.

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What would you like help with?

Roughly how much do you have in savings and investments?

Excluding your home. This helps us match you with professionals who serve clients at your level.

A little about you

Your age

Household income

Where are you located?

How would you like to meet?

When are you hoping to start?

Where should we send your introductions?

Referral disclosure: Private.Finance is an independent publisher, not a registered investment adviser, broker or bank, and does not provide personalised advice. We may receive compensation from professional firms we introduce you to; this does not affect what you pay. Always verify an advisor's registration with your national regulator before hiring.

Advisor matching FAQ

Is this really free?

Yes. There is no fee to be matched and no obligation to hire anyone. Advisors you choose to work with will explain their own fees before you commit.

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Only our team and the advisor(s) we introduce you to. We do not sell your details to data brokers or mass-marketing lists. See our privacy policy.

How does Private.Finance make money from this?

We may receive a referral fee from professional firms when we introduce clients. That never changes what you pay, and we prioritise fee-only, fiduciary-minded professionals.

What should I ask on the first call?

Ask whether they are a fiduciary at all times, how they are paid, their all-in cost, who holds your assets and what a typical client looks like. Our fee-only advisor guide has a full checklist.

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