If your firm is FCA regulated and gives advice to retail clients, you're already on AdviserBook. Sign up and claim your company profile to personalise your details and attract more clients to your business.
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 shown via 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.