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Adviser-Direct
  • A one-stop-shop for independent financial advice and execution, including mortgages/re-mortgages.
  • Serving private and business clients throughout the UK.
  • Offering a professional service to suit your needs.
  • Offering a Consolidated Investment Portfolio service for personal clients, on-line 24 hours per day.

Please remember to scroll down on the right to view the whole page!


Adviser-Direct offers you a range of choices:

Personal Advice

  • Limited advice only, - personal advice limited to specific requested subjects
  • Full advice - by remote fact-find and postal or e-mail communication, without face-to-face discussion.
  • Full face-to-face consultation (normally available in Southwest England only).
  • "Transact" on-line consolidated investment portfolio service. Pesronal 24 hour per day on-line access to your complete portfolio with security, including Pension/SIPP/ISA wrappers, centralised administration and tax calculation certificates.
 

Business Advice

 

Note: The services of Adviser-Direct Ltd are available throughout the UK and to ex-patriates, but we regret we are not authorised to arrange advice or conduct transactions for overseas clients.


If you need help with the free calculator programmes, or if you wish us to contact you about an enquiry which our website does not answer, please click on the appropriate underlined link on the left of this screen. (Free Service).



Please scroll to the top of this page and click on the headings to select the options available.

 
 
           
   

Adviser Direct Ltd is an Introducer Appointed Representative Firm, which has Contracts with Independent Financial Advisers of selected Appointed Representatives of the LighthouseXpress Ltd Network which is authorised and regulated by The Financial Services Authority.

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