Matching investor needs to adviser services is an online marketplace that makes it quicker and easier for registered advisers to refer client cases to one another.

Once you’ve registered with, you can search for new business opportunities straight away.

Moreover, you can help your clients to find suitable advisers for cases that fall outside your area of expertise by posting a case on their behalf.

A case can be a single element of a client’s portfolio e.g. pensions, investments or equity release, or their entire portfolio or, if you’re looking to retire, your whole business.

What’s next?

Signing up to is easy and we’ll guide you through the information you need to provide so it’s really simple to post brief details of your needs online without disclosing any sensitive information.  

Register here