Account Features
Yes. Each directly authorised company (i.e. with its own FCA number) must be managed via a separate account.
No. When your company signs up, this can be considered a company account rather than an individual one.
To simply appear on the search results, you don't actually need to do anything. We show all firms on the FCA Register who match our criteria. With that said, personalised profiles contain far more information and look more appealing to potential clients.
Each firm on AdviserBook is provided by a data feed from the FCA. We then filter out certain companies which do not have the relevant permissions, or do not deal with retail clients. If your company is not listed and you feel it should be, please feel free to email [email protected] and we will be happy to take a look.
Yes. If at any time you feel you're no longer getting value for money from AdviserBook, you can cancel at any time with no questions asked and no charges. Either contact us directly, or simply cancel your Direct Debit with your bank.