Find an Adviser
Terms & Conditions
Find an Adviser is not a commercial enterprise and we don't charge members to be listed, or consumers to search.
Listing is free and automatic to members of the PFS and Society of Mortgage Professionals. Mortgage protection advisers who hold an appropriate level 3 qualification with the Chartered Insurance Institute can also be listed.
If you're an adviser who holds an SPS with another awarding body you need to hold a level 4 qualification with the CII to ensure that our system can establish your credentials as a qualified financial adviser. If you don't hold this level of qualification with us but have with another body you can apply for a
. If you're not a CII SPS holder on your first visit you will be asked to choose adviser type from the options shown.
If you can't find your details listed it may be because there are a large number of advisers in that area - our search only returns the first 50 advisers. See
How to enhance your profile
for further information.
- you can select relevant specialisms to add to your profile but please note if you do not meet all the requirements they will not appear.
Please regularly check and update your personal details in
Your highest CII qualification will automatically show, but you can add up to 6 other qualifications and accreditations from the list.
If you work for a firm of Chartered Financial Planners you can include this in your profile.
You may add your LinkedIn, Twitter and Facebook pages if you wish.
Please ensure you accept the Terms and Conditions, otherwise any enhancements will not be shown in your profile.
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