Advicematters.org is a commercial membership organisation that helps Professional Advisers to refer cases and re-home clients they can no longer service
We are constantly updating the site to help both clients and advisors to achieve their objectives.
The Financial Conduct Authority introduced the Retail Distribution Review in January 2013 to ensure investors have access to sound financial advice.
These changes have caused a major reorganisation of the advisory market. Many advisers are choosing to specialise in a single market area. e.g. Mortgages, pensions, investments and some are considering this a good opportunity to retire from the profession altogether.
Therefore, clients may need to find a new adviser to look after their assets. Our objective is to provide the tools to help re-home clients that can no longer be serviced and find new ones that can be.
Our services are aimed at :
Cross Over Client Examples:
Mortgage Scenario for Self Employed: Mortgage Finance (Financial Services) – House Purchase (Real Estate) – Conveyance (Legal Services) – Book Keeping (Accountancy)