Utilities (Gas, Electricity, Telephone & Broadband) – Are you getting value for money and excellent customer service?

Income Protection, Accident, Sickness or Unemployment – How would you cope if the worst happened?

Inheritance Tax Planning – Receiving Inheritance or leaving it to a loved one – What will the charges be?

Buildings & Contents – Have you got sufficient cover and value for money?

Credit Cards/Loans – Debt needs to be managed correctly, otherwise you could be paying too much?

School Fees Planning – Have you got enough saved and how best to achieve this?

Tax Planning Strategies – Are all your investments as tax efficient as they could be?

Loan Planning (Including Management of Debt) – Is your debt in the best place and costing you as little as possible?

Personal Financial Protection (Current/Savings Accounts) – Is your money in the best and safest home and delivering good returns?

Capacity For Loss – Have you got too much invested with one company?

Investment Strategies – Active Vs Passive Investments – Do you understand the difference and if so, how does this affect your investments?

Portfolio Planning – Do you understand your current portfolio & should you use Discretionary Fund Management (DFM)?

Life & Health Planning – Do you have sufficient Life or Critical illness cover to protect your mortgage and loved ones?

Retirement Planning (Including flexible drawdown) – Are you making adequate provision, to provide sufficient income in your retirement?

Managing Life Changing Events – Have you got savings and/or insurance to best deal with a life changing event?

Residential (Help to Buy) or Buy to Let Mortgages – Have you got the best deal from the whole of the market?

Accountant or Tax Adviser – Do you need a tax adviser, book keeper, accountant, auditor and who should I use?

Solicitor, Conveyancer or Law Firm – What is the difference and who should I use?

Unbiased is a free-to-use technology platform that connects millions of consumers to financial and legal advisers, including independent financial advisers, mortgage brokers, solicitors and accountants

The Pensions Regulator (TPR) is the UK regulator of work-based pension schemes. It works with trustees, employers, pension specialists and business advisers …

Unbiased is a free-to-use technology platform that connects millions of consumers to financial and legal advisers, including independent financial advisers, mortgage brokers, solicitors and accountants

We are a quality directory of UK based financial consultants. In our database we have 7,000+ independent advisers offering pension, mortgage, insurance, tax and financial planning & management financial advice services.

Everything – ask the accounting community or sign up for weekly update emails

Rates and allowances: HM Revenue and Customs

Unbiased is a free-to-use technology platform that connects millions of consumers to financial and legal advisers, including independent financial advisers, mortgage brokers, solicitors and accountants

Chamber of Commerce

Search 1000s of top-rated Financial Advisers, Mortgage Advisers, Solicitors and Accountants. Over 30000 reviews from genuine clients.

Free and impartial money advice

The centralised government information site including Business Link, VAT and Self-Assessment.

Federation of Small Businesses

Personal Finance Society

London Institute of Banking & Finance

Launched in October 2021, The Financial Vulnerability Taskforce (FVT) is an independent representative body covering the retail finance sector and it has over 1,000 firms (circa 4,000 members) using the Charter badge. Its ultimate purpose is to promote greater understanding, encourage appropriate behaviours and establish good practice in respect of consumer vulnerability.

The Consumer Duty Alliance is an independent, not-for-profit community interest company aiming to help the retail finance sector successfully implement the FCA’s Consumer Duty.

Incorporating the Financial Vulnerability Taskforce, the Alliance works with practitioners and subject matter experts to help retail finance staff and regulated firms understand, meet and deliver the FCA’s Consumer Duty requirements.

The Personal Finance Society are the professional body for the financial planning profession in the UK. Our remit is to lead the financial planning community towards higher levels of professionalism exhibited through technical knowledge, client service and ethical practice. We are part of the Chartered Insurance Institute group and aligned with its Royal Charter that requires we secure and justify the confidence of the public. The Personal Finance Society are the leading UK professional body for financial planners and those in related roles. Both the Personal Finance Society and Chartered Insurance Industry are focused on engendering public confidence and trust in the personal finance profession by setting standards and increasing professionalism.