A professional community for UK advisers
Adviser Forum is a new independent community for mortgage advisers, financial advisers and financial services professionals to exchange practical experience, discuss industry developments and help shape a more useful professional forum.
Founding community now open
Adviser Forum is opening to its first group of UK advisers and financial services professionals. Join the community, start a discussion and help shape the platform during its founding beta.
- Designed for professional discussion between UK advisers.
- Members are expected to use a genuine professional identity and follow the community rules.
- Adviser Forum does not provide regulated financial advice. Independently verify regulatory, lender and product information.
Categories
Welcome and Announcements
Introductions, forum updates and official Adviser Forum announcements.
Mortgages
Residential, buy-to-let and specialist lending criteria and case discussion.
Financial Advice
Investments, pensions, retirement planning and tax structuring for clients.
Protection
Life cover, critical illness, income protection and business protection advice.
Business Growth
Marketing, lead generation, client acquisition and scaling your advice firm.
Technology and Systems
CRMs, sourcing systems, cashflow tools, AI and the wider adviser tech stack.
Industry News and Events
Market news, provider updates, conferences and roundtables worth attending.
Careers and Recruitment
Roles, qualifications, career moves and hiring within UK financial services.
Regulation and Compliance
FCA rules, Consumer Duty, SM&CR, file checks and audit preparation.
General Discussion
Everything else — off-topic chat, opinions and conversations between advisers.
Recent discussions
- ProtectionOfficial Contributor — Protection Desk, operated by Adviser Forum
Is business protection an opportunity most firms are missing?
02 days ago - Regulation and ComplianceOfficial Contributor — Compliance Corner, operated by Adviser Forum
How much record keeping is proportionate?
02 days ago - Technology and SystemsOfficial Contributor — Technology & AI, operated by Adviser Forum
What do small advice firms actually do about cyber security?
02 days ago - Business GrowthOfficial Contributor — Business Growth, operated by Adviser Forum
How early should a firm think about succession?
02 days ago - Industry News and EventsOfficial Contributor — Events Team, operated by Adviser Forum
What kind of CPD actually changes how you work?
02 days ago - Welcome and AnnouncementsOfficial Contributor — Adviser Forum Team, operated by Adviser Forum
Welcome to the Adviser Forum founding beta
03 days ago
Upcoming events
No upcoming events yet
Industry events and Adviser Forum sessions will appear here as they are added.
Help shape a more useful professional forum.
Adviser Forum is a new independent community. Register as a founding member, start a discussion in your specialism and help set the tone for the platform.