Financial Planners Elite

Directory of the Leading UK Financial Advisers

Chartered Financial Planners.jpgWhy Join Financial Planners Elite?

The Financial Planners Elite directory is designed by financial advisers to enable the prospective clients to easily find the top financial advisers in England, Scotland, Wales, Northern Ireland, the Channel Islands and the Isle of Man.  We are unashamedly elitist.  We are aware that there are some excellent financial advisers who do not hold higher level qualifications.  However you may only join Financial Planners Elite if you are a Certified Financial Planner or a Chartered Financial Planner because we believe that you are simply the best financial advisers in the UK and we are on a mission to get that message across to consumers. 


Arthur Childs on Using Qualifications to Attract Clients

Arthur Childs, director of Surrey-based Arch Financial Planning, says that advisers need to market their qualifications to the public if they are to reap their full benefit.  Read full article on Citywire New Model Adviser.


Criteria for Membership

You must be:

  1. Practising as an IFA in England, Scotland, Wales, Northern Ireland, the Channel Islands or the Isle of Man;
  2. Active on the FSA register, authorised to give investment advice;
  3. An independent financial adviser, giving whole of market advice;
  4. Either a Certified Financial Planner CM, with a current CFP CM licence of the Institute of Financial Planning, or a Chartered Financial Planner, with current membership of the Personal Finance Society.

Benefits of Membership

medium_shutterstock_41893585 retired.jpgIncreased visibility on the internet:  At one time, and not so very long ago, the Yellow Pages directory was the first place consumers would look for suppliers of goods and services.  Now people are much more likely to search the internet to find a solution, including finding a financial adviser.  Do you have a website?  The more links you have back to your own website, the higher it is likely to rank in the search engines.  If you don't have your own website yet, your profile page on this, and other directories, will go a long way to raising your visibility on the internet.

Raising your profile:  You have done so well to achieve your qualifications but do the public even understand just how special you are?  One of the aims of Financial Planners Elite is to shout about your achievements on your behalf.  In our directory you will not be just another adviser.  It will take time but we would expect the higher net worth clients to seek us out when they need the very best financial advice from a financial planner they can trust.

Display your photograph:  Why is that important?  Well people buy people first and foremast.  It isn't a beauty parade but prospective clients like to get some idea of the type of person they will be doing business with.

Be seen as an expert:  As a member of Financial Planners Elite you will have the opportunity to submit posts to our blog which will be read by members of the public.  This will help you to be recognised as the expert you undoubtedly are! 

Get more of the 'right' clients:  After all, that's really what it's all about, isn't it?  

Don't just take our word for it - read what our members say.


Cost of Membership

Membership will normally cost £9.87 per month or £59 if you pay annually - less than half the price.


Special Introductory Launch Offer - only £4.97 per month
or £19.87 for twelve months!

For a limited time only, we are making half price membership available to all eligible financial planners who apply during the launch period. 

This special launch subscription is only £4.97 per month.

If you sign up for a year the deal is even better - only £19.87.  You have membership for twelve months but you pay for only four!

These special subscription rates will apply for the lifetime of your membership.

However you may cancel your membership at any time.

So what are you waiting for?

Take advantage of this offer.  Join Financial Planners Elite NOW!


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