EGEnquiry Grid
Free initial consultation

Find the right financial adviser or wealth manager for your needs.

EnquiryGrid offers a free initial consultation to understand your circumstances, goals and financial planning needs. Where appropriate, we introduce you to FCA-regulated financial advisers or wealth managers who may be able to help.

All advice is provided by a separately authorised and regulated financial adviser. Your capital is at risk.

Initial Enquiry
No obligation
Your situationListened to
Specialist matchConsidered
Adviser introductionWhere appropriate
Regulated advice By Chartered MCSI adviser
Your goals
The right specialist
FCA-regulated adviser
Complimentary first call

Who we work with

Everyone's financial situation is different.

We work with people at all stages of life and at all levels of wealth — from those just starting to think seriously about their finances, to those managing significant assets and complex planning needs. We regularly help people who are:

Approaching retirement and want clarity on your pension options
Sitting on multiple old workplace pensions and not sure what to do with them
Concerned about inheritance tax and how much of your estate will pass to your family
A business owner looking to protect key people or plan your own exit
A higher earner looking for tax-efficient ways to invest
A family wanting a long-term financial plan you can rely on

If any of this sounds familiar, you're in the right place.

How it works

We keep things simple.

Step 1

Tell us about your situation

Fill in our short enquiry form. No lengthy questionnaires — just the basics so we understand where you are and what you're looking for.

Step 2

We'll be in touch

One of our team will reach out promptly to have an initial conversation. No pressure, no commitment.

Step 3

Meet your adviser

Where it's a good fit, we'll introduce you to a qualified, FCA-regulated financial adviser who specialises in your area of need. Your first conversation with them is complimentary.

Why specialist advice matters

The decisions you make today shape your options for decades to come.

The financial decisions you make today will shape your options for decades to come. Getting them right — or getting them wrong — has real consequences.

Too many people leave old pensions scattered across multiple providers, pay more inheritance tax than they need to, or carry protection gaps they are not aware of. A specialist adviser won't just tell you what you have — they'll help you understand what you could be doing differently.

We believe everyone deserves access to clear, expert financial guidance. That's why we make it as straightforward as possible to take the first step.

This website does not constitute financial advice. All regulated advice is delivered by a separately authorised financial adviser. Authorised and regulated by the Financial Conduct Authority. Your capital is at risk. Tax treatment depends on individual circumstances and tax rules can change at any time.

Important information

  • Enquiry Grid is an introducer service and does not provide financial advice, investment advice, pension advice, tax advice or legal advice.
  • All regulated financial advice is provided by a separately authorised and regulated financial adviser.
  • Your initial enquiry with Enquiry Grid is free and carries no obligation.
  • If introduced to an adviser, your first conversation with them is complimentary.
  • The Financial Conduct Authority does not regulate some forms of tax planning, will writing, or estate planning.
  • Your capital is at risk. The value of investments can go down as well as up and you may get back less than you invest.