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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
  • Stephanie - SmartPurse 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...
  • Philipp Wüst - SmartPurse Experte

    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...
  • Samuel Baumgartner - SmartPurse Expert

    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...
  • Alexander Troschel - SmartPurse Experte

    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...
  • Christine

    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...
  • 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...
  • 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...
  • Sarah Headshot

    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...
  • 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...
  • 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...
  • Ilana Jankowitz

    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...
  • 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...
  • Jenny

    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...
  • 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...
  • 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...
  • 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 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 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...
  • 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...

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.