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

PA Asks: Is plugging the retirement support gap a job for the FCA?

PA Asks: Is plugging the retirement support gap a job for the FCA?

This week’s poll also looks at auto-enrolment and client interest in ESG

Professional Adviser
clock 23 April 2024 • 1 min read
Advice stalwart on why consolidation is a 'flawed business model'

Advice stalwart on why consolidation is a 'flawed business model'

‘We are in a period of deconsolidation and it will all unwind’

Isabel Baxter
clock 22 April 2024 • 5 min read
Adviser numbers rise for Continuum as it expects further growth this year

Adviser numbers rise for Continuum as it expects further growth this year

Assets under influence grew 20% year-on-year to £2.07bn

Sahar Nazir
clock 22 April 2024 • 1 min read