Telephone: 0330 088 2707

Home / What is the process?

Home / What is the process?

Finding a Financial Advisor shouldn't be a lottery.

We'll make sure its not.

We're here to take away the 'don't know where to start' and fingers crossed feeling that comes with dealing with a Financial Advisor.

First, every Financial Advisor Direct member on our books pass through checks to ensure they are up to date with the FCA register. Then we check reviews to ensure they are giving you guys a good service,.

Step One: Enter Your Postcode

This helps us identify any Financial Advisors in your location.

Step Two: Select Your Service

Use the drop down menu to enter your preferred service and we'll check for suitable candidates.

Step Three: Have a Consultation

Congratulations, you're well on the way to financial security.

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. Financial Advisor Direct offers all types of advisors including restricted advisors who may be limited to fewer options, but they may offer preferential rates. Financial Advisor Direct is not authorised or regulated by the FCA.


Telephone: 0330 088 2707

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 2022 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.