Retirement Adviser Directory – Self Service

Sign in to edit your firm's details, or register your firm to appear on the directory.

Register your firm

Answer the following questions to see if your firm is eligible to appear on the directory.

Is your firm active in the retirement planning market?

This could include either "at retirement" or "post retirement".

Is your firm's primary business model financial advice which provides a personal recommendation?

Financial advisers on the directory will offer, as their primary business model, financial advice which includes a personal recommendation. This can be full, focused or simplified advice, but must include a personal recommendation that complies with the FCA suitability rules set out in their Handbook in COBS 9. Advice must be covered by the Financial Ombudsman Service and the Financial Services Compensation Scheme.

What is your firm’s status?

This is your firm’s status as defined by the Financial Conduct Authority.

Is this status because your firm focuses on a particular market and/or excludes certain high-risk or niche products from its product offering?
Does your firm consider a wide range of providers from within the market you are advising on?