Portfolio Review
Assess your current asset allocation, identify opportunities for growth, and ensure your investments are well-positioned to meet your long-term objectives. Experience a fast and free introduction to professional financial advice through our matching service. We connect you with an IFA quickly, setting up a no-obligation meeting in under 24 hours so you can start optimizing your portfolio without delay.
Frequently Asked Questions
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Our service connects you with an Independent Financial Advisor (IFA) who best fits your portfolio review needs. Simply complete our form, and we take it from there.
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It’s very simple. First, you fill out an online form with your basic details. Then, one of our team members calls you to better understand your specific needs. Finally, we match you with an IFA based on the information you provided.
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In the form, we ask for essential details about your portfolio review requirements. During our follow-up call, we’ll discuss your objectives and any specific concerns, ensuring that we match you with an IFA who meets your needs.
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No, our matching service is completely free. There are no hidden fees—our aim is simply to help you find the right IFA.
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No, there is no obligation to proceed after being matched with an adviser. You can have an initial conversation, ask questions, and decide if their services are right for you before making any commitments. Our goal is to connect you with the right adviser—whether you choose to move forward is entirely up to you.
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If you’re making important financial decisions—such as investing, planning for retirement, managing inheritance, or optimising tax efficiency—an independent financial adviser can provide expert guidance to help you make the best choices. If you’re unsure, IFAs within our network offer a free initial consultation to discuss your needs.
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We take data privacy seriously. All the information you share is securely stored and used solely for the purpose of matching you with an appropriate IFA.
Paul (via Trustpilot)
"A smooth and reliable process... I was matched with an advisor who provided clear guidance on my retirement planning."
Jessica
"I needed help setting up my pension scheme. The service was great—fast and reliable—and I was matched with an advisor in less than two hours!"
John (via Trustpilot)
"I wasn't sure what I needed, but throughout the process, I was guided to the right IFA for me."
Taylor
"It was really helpful in an area where I had no previous experience. I got connected with an advisor quickly."
Richard (via Trustpilot)
"Exemplary service. I would recommend it."
Steve
"I needed to transfer out of my final salary pension. They found the right advisor to do it!"
Emily
"If you are looking for genuine, unbiased advice, IFA Connect has the best network of reputable advisors."
Testimonials