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Achieve your goals with the help of a trusted expert.

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

Topics you want advice on
  • Philipp Wüst - SmartPurse Experte

    Adviser, Kloten

    Philipp

    I'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...
  • Jenny Moloney

    Adviser, London

    Jenny

    I'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...
  • Jarrath Cush, SmartPurse Coach

    Adviser, Whiteley

    Jarrath

    I'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...
  • Christine Jarvis, SmartPurse Coach

    Adviser, Christchurch

    Christine

    I 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...
  • Michael Morris

    Adviser, London

    Michael

    I'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...
  • Photo of Nick

    Adviser, Exeter

    Nick

    I'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...
  • Photo of Cara

    Coach, London

    Cara

    I'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 ...
  • Photo of Aaron

    Adviser, London

    Aaron

    I'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...
  • Ceri Griffiths, SmartPurse Coach

    Adviser, Griffithstown

    Ceri

    I 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...
  • Photo of Isabel

    Adviser, Bath

    Isabel

    I'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...
  • Julie Eddicott

    Adviser, Christchurch

    Julie

    I'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...
  • Claudia Button

    Adviser, London

    Claudia

    I'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...
  • Gosia Headshot

    Adviser, London

    Gosia

    I'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.