Telephone: 0330 088 2707

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There are stages in life when a financial advisor is critical.

Looking for your first mortgage?

Thinking about your retirement?

Dealing with something unexpected?

Life is a journey and there are times on every adventure when it's a good idea to have a guide. There are numerous times in life when the cost of financial advice is outweighed by the long term benefits.

Investments & savings

Retirement income advice

Pension advice

  • Portfolio management 
  • Investing for income 
  • Wealth management  
  • Investment planning  
  • Investment trusts 
  • ISAs 
  • Unit trusts 
  • Socially responsible investments 
  • Pension drawdown   
  • Pension annuity purchase 
  • Retirement income planning 
  • Pension transfers   
  • Pension reviews   
  • Flexible pension plans 
  • Reducing annual management charges 
  • Pensions & divorce  

Business advice

Inheritance tax planning

Insurance & protection

  • Company pension advice
  • Auto-enrolment
  • Business & shareholder protection
  • Commercial property insurance
  • Director insurance
  • Key man insurance
  • Inheritance tax planning 
  • Protecting your estate 
  • Setting up a trust fund 
  • Wills and trusts
  • Life insurance & critical illness
  • Protecting your income
  • Private medical Insurance
  • Whole of life cover

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.