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
Coach, Zürich
PatrickI am a financial advisor based in Switzerland. I speak English and German. I am driven by the opportunity to introduce people to finance, the opportunity to open new doors, and...
Coach, Zürich
MelinaThe good feeling of being financially secure in every respect, be it today or even in old age, is very important to me. Financial issues are always with us, because goals and needs...
Coach, Zürich
DésiréeI worked in the financial industry for over 15 years in various international management positions. As a financial services expert and former Head of Women Segment EMEA in a Swiss...
Coach, Geneva
AngelaI am a Financial Coach who loves to share my expertise and experience to help you to achieve your financial goals. I am based in Geneva and speak English and Chinese. Originall...
Adviser, Bern
StephanieI'm a Financial Planner focused on supporting women in building pensions, based in Switzerland. I speak English, German and French. I have gained experience in the financial se...
Adviser, Kloten
PhilippI'm an FCA-authorised financial advisor based in Zurich. I speak English and German. I can help to support and encourage you towards a more autonomous and self-determined life...
Adviser, Zürich
AlexanderI am a financial advisor based in Zurich and offer comprehensive advice as a trustee and entrepreneur. I speak English and German. I am an experienced generalist with a broad n...
Coach, Lachen
ChristineI am a private investor looking to share my financial know-how, based in Zurich. I speak German, English & French. I am a Financial Controller in diverse International Corporati...
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, 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, Genève
SarahI'm an advisor with over 15 years of financial experience, based in Switzerland. I speak English and French. Helping women to get started on their investing journey is what insp...
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...
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...
Coach, Zurich
IlanaI'm a certified Mindset Money Coach and NLP Practitioner based in Zurich. I speak English & German. I'm a happily married mum of two young adults, who are now both pursuing thei...
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
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, 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...
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, 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...
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, 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...
How can an expert help?
Our experts help you work through your money goals & achieve your dreams. They'll help you:
- Stay focused on your financial plan
- Get simple 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.
Why can you trust our experts?
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.