FAQs

Questions about IFA Connect, answered

How the service works, what it costs and what happens to your details.

Cannot find your answer? Call 020 4652 2263 or email hello@ifaconnect.co.uk.

Using IFA Connect

How does IFA Connect work?

You answer a few questions about what you need help with, which takes about 3 minutes. A member of our team then calls you, talks through your situation and introduces you to an independent financial adviser who fits it. The adviser then gets in touch to arrange a first meeting.

Is IFA Connect free to use?

Yes. Introductions are free and there is no obligation to proceed. If you choose to work with an adviser, their fees are agreed directly between you and them before you commit to anything.

How quickly will I hear from someone?

A member of the team calls within one working hour (9am to 6pm, Monday to Friday) to talk through your enquiry and introduce your match.

What happens on the call?

We ask what you would like help with, roughly how much money is involved and how you would prefer to meet, then explain how the introduction works.

Do I have to go ahead after an introduction?

No. There is no commitment at any stage. Take your time, ask questions, and only proceed if you are happy.

Is there a minimum portfolio size?

We typically introduce people with £250,000 or more in investable assets, including pensions. Below that level, adviser fees can often outweigh the benefit; our guides cover many of the decisions that come with growing wealth.

Do you cover the whole of the UK?

Yes. We introduce people to advisers in England, Scotland, Wales and Northern Ireland.

Can I meet the adviser face to face?

Yes. Tell us whether you would rather meet face to face or by video call, and we take it into account when we make the introduction.

Our advisers

Are the advisers independent?

All of them. Every adviser in our network offers whole-of-market independent advice, is authorised and regulated by the FCA, and has passed our seven step vetting process.

How do you choose which adviser to introduce?

Every introduction is made by a person, not a system. We match on what you actually need, the complexity of your situation, and the adviser best placed to handle it. If we do not have the right adviser for you, we will tell you.

How do you vet advisers?

Every adviser we introduce is FCA authorised, holds at least a Level 4 Diploma in Financial Planning and gives independent, whole-of-market advice. Each one passes our seven step vetting before we make an introduction, and we keep checking their clients' feedback afterwards. Our seven step vetting

What if the adviser is not right for me?

Tell us. You are under no obligation to work with anyone we introduce, and we can look at introducing you to a different adviser.

Fees and how we are paid

How is IFA Connect paid?

Advisers pay to be part of the IFA Connect network. You never pay us, and what we are paid makes no difference to the fees you agree with your adviser or to which adviser we introduce you to.

How much does a financial adviser cost?

Hourly rates typically run from £100 to £350, and Which? reported an average of £205 an hour in 2026. Many advisers charge a fixed or percentage fee for initial advice and often 0.5% to 1% a year for ongoing advice. Advisers must tell you their charges before you commit. Financial adviser fees, explained

Your details and regulation

Who sees my details?

Your name and contact details go only to the adviser we introduce you to. Before one takes on the introduction, advisers in our network can see a summary of what you need, without your name or contact details. Our privacy policy

Is IFA Connect regulated by the FCA?

IFA Connect is not authorised or regulated by the Financial Conduct Authority. We do not provide financial advice. We do not recommend or endorse any financial product, platform or provider. Our role is to make the introduction. The advice relationship, and the regulatory protections that come with it, sits between you and the adviser you choose, who is authorised and regulated by the FCA. Important information

Ready to find your adviser?

Answer a few questions, about 3 minutes, and a member of our team calls you back to introduce an adviser who fits what you need.

Find your adviser

We call you back within one working hour (9am to 6pm, Monday to Friday).