Simplifying the search for great financial advice
BulbFin’s mission is simple:
to connect you to the best financial advice from true experts
Welcome to BulbFin
Quick, easy to use and jargon-free. BulbFin believes everyone should have great financial advice at their fingertips.
Every single adviser we refer to is regulated by the Financial Conduct Authority (FCA) and their advice is free. Whether you need financial planning advice, help with a mortgage, pension, investments or insurance, there’s a BulbFin expert with the solution.
Submit Your Details
Submit your details and we will match you with an adviser suited to your needs.
Connect with your Adviser
Our adviser will answer any questions you may have and take the opportunity to learn about your financial needs and goals.
Receive Your Tailored Plan
Your adviser will prepare and present an individual financial plan to achieve your desired goals.
Frequently Asked Questions
How much does BulbFin charge?
It’s free to use BulbFin to find your ideal financial adviser.
How much do your advisers charge?
Their advice is free. BulbFin advisers will only make money if you decide to utilise their advice to go ahead with a product such as a pension transfer, remortgage or an investment plan.
How do you make money?
When you start a policy or decide to use a product through one of our advisers they pay us a small referral fee.
Why do I need an adviser?
Here are a few benefits of using an independent expert:
1. It’s free
2. Saves you time
3. Less admin for you
4. Helps you make informed financial decisions
5. They are experts who understand how to maximise your income
6. They will help you plan your desired pre-retirement and retired lifestyle
7. They are unbiased in regard to which product or service you choose
Can I trust your partners?
Absolutely.
No need to take our word for it. All of our advisers are fully qualified and regulated by the Financial Conduct Authority (FCA).
They are held to the highest standards and have a duty of care to everyone they speak to.
Why do I need to speak to someone on the phone?
There are a couple of reasons it’s important you speak to someone on the phone.
Financial planning, investments, pensions and mortgages are complex products and we need to make sure we get correct information, can qualify you are who you say you are and crucially, that we truly understand your individual needs.
Also, speaking to a real person will help you get tailored and expert advice. The kind robots could never provide.
Happy Customers from All Walks of Life
Risk Warning
Any investment carries a degree of risk and your investments may decrease in value or fail. The levels and bases of taxation and reliefs can change at any time and are dependent on individual circumstances.