Independent Financial Advisors
Resource Directory
A structured collection of essential financial tools, regulatory bodies, and news sources to help you stay informed and empowered.
Government & Regulatory Information
Financial Conduct Authority (FCA)
The UK’s financial services regulator. Clients can use the FCA website to access consumer guidance and check whether a financial adviser or firm is authorised and regulated.
Financial Services Register
Search the FCA Register to verify the details of regulated firms, advisers and financial services businesses.
Financial Ombudsman Service
Provides a free and independent service for resolving disputes between consumers and financial businesses.
Money and Pensions Service (MoneyHelper)
Government-backed guidance on pensions, savings, investments, mortgages, insurance and retirement planning.
Tax & Benefits
HM Revenue & Customs (HMRC)
Official information on tax rates, allowances, self-assessment, inheritance tax, capital gains tax and other tax matters.
GOV.UK Benefits Information
Information on state benefits, eligibility and how to apply.
State Pension Forecast
Check your State Pension forecast and National Insurance contribution record.
Investment & Savings Information
National Savings & Investments (NS&I)
Government-backed savings products, including Premium Bonds and savings certificates.
Bank of England
Information on interest rates, inflation and economic developments affecting UK households and businesses.
Pensions & Retirement
Pension Tracing Service
A useful service for locating lost or forgotten workplace and personal pensions.
The Pensions Regulator
Information about workplace pensions and pension scheme governance.
Protection & Identity Security
Action Fraud
The UK’s national reporting centre for fraud and cybercrime.
CIFAS
Information on identity protection and fraud prevention.
Useful Calculators
MoneyHelper Calculators and Tools
A range of calculators covering pensions, mortgages, budgeting, savings and retirement planning.
HMRC Tax Calculators
Official calculators for income tax, National Insurance and other tax-related matters.
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