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.

Download our checklist

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, Bern

Stephanie

I'm a Financial Advisor focused on supporting women in building pensions, based in Switzerland. I speak English and German. I have gained experience in the financial sector over...

Switzerland Details
Adviser, Kloten

Philipp

I'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...

Switzerland Details
Coach, Zürich

Samuel

I'm a financial coach who has worked in the finance industry for over 15 years. I'm based in Switzerland. I speak English and German. For over 15 years, I've worked in the finan...

Switzerland Details
Adviser, Zürich

Alexander

I 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...

Switzerland Details
Coach, Lachen

Christine

I 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...

Switzerland Details
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...

UK Details
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...

UK Details
Adviser, Genève

Sarah

I'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...

Switzerland Details
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...

UK Details
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...

UK Details
Coach, Zurich

Ilana

I'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...

Switzerland Details
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...

UK Details
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...

UK Details
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...

UK Details
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...

UK Details
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 ...

UK Details
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...

UK Details
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...

UK Details
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...

UK Details