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Free for FCA-authorised financial advisers while we launch

Financial advice leads and new clients for independent financial advisers

People near you post the financial advice they're looking for: pensions and retirement planning, investments, inheritance tax and estate planning, later-life planning and financial planning for business owners. FCA-authorised independent financial advisers and financial planners choose the enquiries that suit them and talk to the client directly.

  • Free while we launch
  • Clients looking for advice
  • Know the enquiry before you reply
  • Show your credentials
Join free and find new clients See how it works

Why financial advisors choose Quoteland

Everything you need to win more local work — and nothing you don't.

Free while we launch

No sign-up fee, no lead fees, no card details needed.

Clients looking for advice

Enquiries about retirement, pensions, investments, inheritance tax and long-term financial planning.

Know the enquiry before you reply

Clients outline what they need help with and their rough situation, so you can see if it fits your practice.

Show your credentials

Add your FCA status, firm reference number and qualifications such as Chartered Financial Planner.

Talk to clients directly

Reply by phone or WhatsApp and book an initial meeting.

No contract, no catch

Leave whenever you like. Nothing is charged automatically, now or later.

How it works

1

Create your free profile

Add your FCA details, the advice areas you cover, your qualifications and whether you meet clients in person or online.

2

Get client enquiries

When someone near you is looking for advice, you see what they need help with and how they'd like to meet.

3

Reply to the enquiry

Explain how you work and your charging structure, and offer an initial meeting.

4

Take it from there

The client contacts you directly. You carry out your usual fact-find, disclosure and advice process under your own permissions.

Questions from financial advisors

Everything you need to know before you join.

Yes. Quoteland is a new platform, and right now joining, receiving enquiries and contacting clients costs nothing. We don't ask for card details, so nothing can be charged without you knowing.

We're launching and need to build up both clients and advisers in each area. While we do that, there is no fee. If we ever introduce paid features, we'll tell you clearly in advance and you can decide whether to use them. Nothing will be switched on automatically.

Only financial advisers who are authorised by the FCA, either directly or as an appointed representative of an authorised firm. You'll need to provide your firm reference number.

Retirement and pension planning, pension consolidation, investment advice, inheritance tax and estate planning, later-life and care fees planning, and financial planning for business owners.

No. Quoteland only puts people in touch with advisers. All advice, disclosure and charging is between you and the client, under your own FCA permissions.

Many adviser lead platforms charge per enquiry or a monthly subscription. Quoteland charges nothing while we launch.

This page is for advisers who take on clients directly. Freelance paraplanners can still join to show their services to advice firms.

Directly, by phone or WhatsApp. Quoteland doesn't sit between you and the client or take a commission.

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