Supercharge your business
by claiming your company profile

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.

Personalise your profile for FREE

No charge until Spring 2022.

Personalise your company profile
Add specialities and qualifications
Enable secure client messaging
Discover your popular search areas
No charges for enquiries
Add as many adviser profiles as necessary
Add an office in any location
No need to set up direct debit, no long-term commitments or hidden fees, completely FREE
From Spring 2022
£10 /month + VAT
Personalise your company profile
Add specialities and qualifications
Enable secure client messaging
Discover your popular search areas
No charges for enquiries
No long-term commitments or hidden fees. Prices quoted include everything.
Personalise 1 adviser profile
£10/month + VAT for Additional office locations (1 free adviser profile included)
£5/month + VAT for Additional adviser profiles

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AdviserBook account features

Company status & qualifications
Set your independent/restricted status and your Chartered status
Contact details
Add your email address, telephone number and website to make it easier for people to contact you
Company specialities
Choose up to 3 specialist areas to help potential clients find you via search filters
Secure messaging
Receive inbound messages from potential clients, directly from your profile page
Profile pictures
Upload a company profile picture to help you stand out in the search results
Set minimum client wealth
Set your preferred clients in terms of minimum wealth, minimum pension value and minumum mortgage value
Track your appearances in search results, profile views, your most popular search areas and more
Company bio
Add a company bio, company sales pitch and compliance information
Manage client leads
Reply to messages directly through your account, forward messages to your inbox and print PDF copies
Additional offices
Add multiple offices at different locations to increase your company presence on AdviserBook (additional £10/month + VAT per office)
Additional advisers
add images, qualifications, bios and contact details for individual advisers (additional £5/month + VAT per adviser)

Commonly asked questions

I have multiple directly authorised companies, do I need separate accounts for each?

Yes. Each directly authorised company (i.e. with its own FCA number) must be managed via a separate account.

Does each member of my company need their own account?

No. When your company signs up, this can be considered a company account rather than an individual one.

My company already shows up in the search results, do I need to sign up?

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.

Why is my company not included in the search results?

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.

Can I cancel my subscription at any time?
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.