How can an expert help?
An expert can help you work through your money goals and prepare a plan of action to get there. They'll also help you:
- Achieve your goals and stay focused.
- Get guidance and answers to your questions.
- Save time and money.
You can download our 'Finding a Financial expert' checklist to help you define what you need and how to make sure you're choosing the right person for you.
Trusted by us.
We have personally vetted all our experts.
1. Define.
Know what you'd like financial help for, it can be vague or very specific.
2. Match.
Use our filter tool to find all the experts who can help you.
3. Meet.
Contact your chosen expert(s) for an introduction - no strings attached.
Please fill in the fields below to find your expert
Adviser, Kloten
PhilippI'm an FCA-authorised financial advisor based in Switzerland. I speak English and German. I support human in living an autonomous and self-determined life. My life experience co...
Adviser, London
JennyI'm an FCA-authorised financial advisor with a wide variety of clients. I'm based in London and speak English. I enjoy working with a wide variety of clients including those tha...
Adviser, Whiteley
JarrathI'm an FCA-authorised financial advisor who can help you with a range of topics. I'm based in Whiteley and speak English. Over the last 13 years, I have had the pleasure of offe...
Adviser, Christchurch
ChristineI am a female Chartered Financial Planner helping to simplify money concerns. I'm based in Christchurch and speak English. I help clients to prioritise and build both short- and...
Adviser, London
MichaelI'm an FCA-authorised financial advisor looking to empower my clients, based in London. I speak English. Having been a fund manager for many years I could see the value of sensi...
Adviser, Exeter
NickI'm a highly experienced and qualified Chartered Financial Planner, based in Exeter. I speak English. I am calm, empathetic, and able to make sense of complex situations. I’ll w...
Coach, London
CaraI'm a financial coach here to help people avoid common money mistakes. I'm based in London and speak English. I started my career when I realised how many people struggled with ...
Adviser, London
AaronI'm an FCA-authorised financial advisor based in London. I speak English. I help people identify, achieve and maintain their desired lifestyle without running out of money, what...
Adviser, Griffithstown
CeriI founded Willow Brook Lifestyle Financial Planning, to help women who are getting divorced. I am based in Wales, and I speak English. I'm Ceri Griffiths, I am the Founder of Wi...
Adviser, Bath
IsabelI'm an FCA-authorised financial advisor who can help with a range of topics. I'm based in Bath and speak English. I am passionate about helping you put a financial plan in place...
Adviser, Christchurch
JulieI'm an advisor with over 30 years of experienced, based in Christchurch. I speak English. Life does not stay still for long and good financial advice has never been more importa...
Adviser, London
ClaudiaI'm a Certified Financial Planner passionate about women in business, based in London. I speak English. I am passionate about women in business and believe that every good busin...
Adviser, London
GosiaI'm a qualified mortgage and insurance advisor based in London. I speak English. I'm a qualified mortgage and insurance adviser, and have worked with a wide range of clients, in...
Become a SmartPurse expert.
How do we find the financial experts for our list?
All financial experts on our website share the commitment and passion to provide empathic & quality financial advice.
Every expert has:
- Participated in an application process.
- Provided proof of qualification.
- Taken part in a personal discussion.
Meet Christine:
Last year we interviewed Christine, a SmartPurse money expert. Discover more about her & her work by watching the interview.
Meet Jarrath:
Last year we interviewed one of our SmartPurse money experts, Jarrath. Find out a bit more about him, his work and how he could help you.