FIND AN ADVISER
Everyone can benefit from good financial advice. At some point in our lives almost all of us will need it.
TEBI's strategic partner Second Life Financial Planning can match you with a regulated financial planner who shares our evidence-based investment philosophy and who is ideally suited to meet your specific needs.
Please note that our Find an Adviser service is only available to British citizens who are resident in the UK.
Feeling lost? You certainly aren’t the only one.
Perhaps you’re getting married, your family’s growing, or you’re considering a change career. Maybe you’re thinking about retiring or paying for long-term care, either for yourself or a loved one. Or perhaps you’ve recently lost a parent or partner and your financial circumstances have changed.
Whatever stage of life you’re planning for, there seem to be so many questions that it can be hard to see the wood for the trees.
What you need at times like these is the clarity and peace of mind that come with having your own adviser and financial plan.
We'll connect you with a suitable financial planner
The Evidence-Based Investor recommends that everyone seeks professional advice before making major financial decisions. We also believe that everyone should have a financial plan. The good news is that our strategic partner Second Life Financial Planning can connect TEBI readers in the UK to an FCA-regulated financial planner to provide them with what they need.
All of the planners Second Life recommend are personally known to them, are highly professional and ethical, and have a fair and transparent charging structure. They also have an evidence-based investment philosophy that is closely aligned with TEBI's.
Every person's needs and circumstances are different. You may, for example, be looking for a one-off financial plan, or you may want someone to work with you on an on-going basis. You may want someone to manage your investments for you, or you may prefer to do that yourself.
Perhaps you want to become your own financial adviser and what you really need is some coaching, mentoring and personalised education to equip you for it.
Whatever it is you think you need or want, we are here to help you.
Simply submit your name and email, then click on the button to complete the questionnaire. This will allow Second Life to find the most suitable financial planner for you.
You will then be sent the details of the planner who most closely matches your specific requirements. Second Life will inform that planner that you may be contacting them, but there is no obligation for you to do so.
If you subsequently choose to work with a financial planner that Second Life recommends, he or she will pay Second Life an introduction fee. But all of the advisers Second Life recommends have agreed to absorb that cost themselsves, which means you will not pay any more for any service you receive than you would have done if you had engaged the planner directly.
So go ahead. Submit your details in the box below and complete the questionnaire. Second Life aims to respond to all enquiries within 48 hours. If you don’t receive a response within a few days, please check your spam or junk folder in case your email provider has sent it there.