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Swift response

Financial Advisor Direct will connect you to a local Financial Advisor who will make contact the same day or within 24 hours.


Initial advice is free

The first consultation is always free and lasts around an hour.  This is a fact-finding exercise to find out what you need and how the advisor can help.

Transparent pricing

No hidden fees and no surprises. Your Financial Advisor will outline any costs during the initial consultation. This leaves you free to make an informed choice before committing.

Types of advisors

IFAs offer a full range of financial products and are not tied to specific providers. A 'Restricted Advisor' may be limited to fewer options, but they may offer preferential rates.

Mortgage Advice

Retirement income planning


The mortgage market is incredibly competitive and it can be hard to understand what exactly is on offer.


There are many different providers and a wide range of products and rates available.


So it’s a good idea to talk to a Mortgage Advisor, as well as a number of Independent Financial Advisors, before making up your mind.



Inheritance tax planning


Legislation surrounding inheritance tax changes often. An Financial Advisor can help you avoid paying more than you need to on your estate.


There are a number of simple step you can take to take advantage of the law and reduce the amount of inheritance tax you'll pay.


A simple review maybe all that's required to assess or re-assess your estate's position.



No investment is risk free. There are many factors to consider when it comes to investing. You'll need to consider what stage of your life you're at, how much money you have to invest and what level of risk you're prepared to accept.


A Financial Advisor can help you decide where to draw your lines. They'll look at all the elements and consider your ambitions before advising you on what route to take.



Investments and  savings


The laws surrounding pensions changed in 2015. You can now withdraw funds held in your pension fund when you reach the age of 55.


These are not decisions to be taken lightly and it's always prudent to seek the appropriate advice before taking action.


There are numerous ways to make the most from this new legislation. A Financial Advisor can advise you on the ins and outs.



While Financial Advisor Direct  take every care in making their recommendation, any contract or agreement is between the selected financial advisor and the client. Financial Advisor Direct cannot be held liable for any failure on the part of either of the parties concerned. We provide access to both fully Independent Financial Advisors (IFAs) and Restricted Advisors and refer to both types of advisors as a 'Financial Advisor' throughout this website. Both types of advisors provide 100% unbiased financial advice. This means that in the event the advisor is unable to provide a better product then the advisor's recommendation would be to do nothing. Financial Advisor Direct is not authorised or regulated by the FCA.


Any questions? Talk to us on  0330 088 2707. Lines are open Mon-Fri: 9AM-12PM, 1-4:30PM.


RMT Group Limited, trading as Financial Advisor Direct, is licenced by the H.M. Government of Gibraltar for the provision of generating online financial services leads. License number BL160240. RMT Group Limited registered office is at Suite 3, Second Floor, Icom House, 1/5 Irish Town, Gibraltar GX11 1AA, with registered company number 112738. Copyright 2020 RMT Group Limited. All Rights Reserved.


If you are an Independent Financial Advisor or Restricted Advisor and would be interested in working with us. Click here to find out more.