AdviserBook gives financial advice firms and advisers an opportunity to confirm their regulatory status, alleviating the uncertainty of the now defunct FCA directory.
Late last year, the Senior Managers and Certification Regime was implemented, meaning firms are only required to list authorised individuals who have management responsibilities in their firm.
Now more than ever there are huge concerns from advisers that it allows scammers to potentially take advantage of consumers during the COVID-19 global pandemic. As highlighted in the deeply concerning article by the Financial Times.
AdviserBook was developed by Niche IFA Chairman Ray Adams who says “whereas other adviser search platforms offer a platform where search results are based on paid services, AdviserBook’s search results are based on the most suitable results for consumers needs, be it their location or specific requirements”.
Given the uncertainty surrounding this area, there is one truly impartial solution that offers advisers and firms the opportunity to take ownership and confirm their credentials, whilst ensuring peace of mind to consumers that when they search, they find the most suitable adviser for them.
Unlike other adviser search platforms, AdviserBook offers a truly unique service to adviser firms and the public, and in times of uncertainty, advice firms can take ownership and confirm their credentials.
AdviserBook was created for 3 main reasons:
- Help stop scams by only listing regulated financial advisers.
- Help the public by allowing them to choose the most appropriate financial advice firm for them.
- Help financial advice firms gain further exposure.
What makes us different:
- We give control to the consumer to pick their adviser
- Advisers will not compete and pay for leads
- Supports Advice firms to prove their credentials
- Search results are based 3 things (location, firm and adviser name) and not based on how much you pay
- We check adviser qualifications and statuses by hand, to ensure the highest level of accuracy
- We don’t take consumers personal data
AdviserBook removes the uncertainty and is the definitive directory to find regulated advisers in the UK. Given the current uncertainty AdviserBook will remain free for as long as possible, however we aim to introduce our premium service where we will be introducing a host of great features but also to continue to develop the directory and remain as the only other alternative to the now defunct FCA register and continue to be truly impartial.
For more information or to claim your profile click here.
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