About Enquiry Grid
We help people access the right financial advice.
Enquiry Grid exists for one reason — to make it easier for people to connect with a specialist financial adviser who is genuinely qualified to help them. We know that finding the right financial advice can feel overwhelming. There are countless firms, comparison sites and generalist advisers out there. What most people actually need is someone who truly specialises in their situation — and that's exactly what we help you find.
What we do
We are an introducer service. We take the time to understand your situation, and where it's a good fit, we connect you with a qualified, FCA-regulated financial adviser who has deep expertise in the areas relevant to you.
We cover a wide range of financial planning needs — from pension consolidation and retirement planning, to inheritance tax, estate planning, specialist tax-efficient investments and both personal and business protection.
We don't give financial advice ourselves. What we do is make sure you end up in front of someone who does — and who is the right person for your specific circumstances.
The adviser we work with
The financial adviser we introduce clients to holds the Chartered MCSI designation — one of the most respected professional qualifications in the UK financial planning industry. Chartered status is awarded by the Chartered Institute for Securities and Investment and represents an advanced level of knowledge, experience and commitment to professional standards.
They are an experienced specialist with a strong track record across a broad range of areas including pension planning, inheritance tax, estate planning, specialist tax-efficient investments and business protection.
All advice is delivered on a fully regulated basis, authorised and regulated by the Financial Conduct Authority.
Why use Enquiry Grid?
There's no shortage of places to find a financial adviser. Here's why people come to us.
We do the matching for you
Rather than leaving you to search through directories and hope for the best, we take the time to understand your situation first. You only get introduced when we're confident it's a good fit.
Specialist expertise
The adviser we work with is not a generalist. They specialise in areas including pensions, inheritance tax, estate planning, tax-efficient investments and business protection — the areas where getting the right advice matters most.
No pressure, no obligation
Your initial enquiry is just a conversation. There's no commitment, no hard sell, and no obligation to proceed. We want you to feel comfortable every step of the way.
Regulated and qualified
All advice is provided by a Chartered MCSI financial adviser, authorised and regulated by the Financial Conduct Authority. You can check the Financial Services Register at fca.org.uk/register.
Ready to take the first step?
If you'd like to find out whether we can help, fill in our short enquiry form and one of our team will be in touch promptly.
Enquiry Grid is an introducer service. We do not provide financial advice. All regulated financial advice is provided by a separately authorised and regulated financial adviser. Authorised and regulated by the Financial Conduct Authority. 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. Tax rules can change at any time and are subject to individual circumstances. The Financial Conduct Authority does not regulate some forms of tax planning, will writing, or estate planning.