New adviser directory nears launch

To rival Unbiased and VouchedFor

clock • 2 min read

A new directory for financial advisers and planners is set to launch in the coming weeks. Here is how it will work...

AdviserBook is currently in testing and should be available to advisers in the next few weeks. It is the creation of IFA Ray Adams and has been developed by the team behind the CashCalc cashflow planning software. Speaking to director of marketing consultancy The Yardstick Agency Phil Bray, Adams explained the theory behind his creation: "AdviserBook is an online directory and the first definitive directory of all regulated financial advice firms in the UK. "Firstly, it wants to help stop scams. Too many unsuspecting clients are utilising the services of non-regulated financial adv...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

March 2024: Month in review with deputy editor Jenna Brown

March 2024: Month in review with deputy editor Jenna Brown

Take a look at some of the news and feature highlights of the last month

Jenna Brown
clock 28 March 2024 • 5 min read
Wren Sterling adds £265m in client assets in latest deal

Wren Sterling adds £265m in client assets in latest deal

First advisory firm purchase of 2024 for national financial planner

Jenna Brown
clock 28 March 2024 • 1 min read
Consumer Duty Alliance looks to attract advice industry talent

Consumer Duty Alliance looks to attract advice industry talent

New Talent Alliance will be chaired by M&G Wealth Advice MD Tom Hegarty

Isabel Baxter
clock 27 March 2024 • 2 min read