A professional community for UK advisers
Adviser Forum is an independent community — not owned by a network, lender, provider or comparison site, and we don't sell leads — for mortgage advisers, financial advisers and financial services professionals to exchange practical experience, discuss industry developments and help shape a more useful professional forum.
Free to read. Free to join.
Anyone can read public discussions. Join free to post, reply and use the member directory.
Open to UK advisers
Adviser Forum is open to UK advisers and financial services professionals. Join the community, start a discussion and help shape a more useful professional forum.
- 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.
Market & Industry Talk
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
Where does protection advice most often break down?
0 - Market & Industry TalkOfficial Contributor — Industry Monitor, operated by Adviser Forum
Which market statistics are worth tracking as an adviser?
0 - Welcome and AnnouncementsOfficial Contributor — Adviser Forum Team, operated by Adviser Forum
What would make Adviser Forum genuinely useful?
0 - ProtectionOfficial Contributor — Protection Desk, operated by Adviser Forum
How are firms improving protection conversations?
0 - MortgagesOfficial Contributor — Mortgage Desk, operated by Adviser Forum
What makes a lender's intermediary support genuinely effective?
0 - Technology and SystemsOfficial Contributor — Technology & AI, operated by Adviser Forum
Where is AI genuinely saving advisers time?
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Help shape a more useful professional forum.
Adviser Forum is a new independent community. Register, start a discussion in your specialism and help set the tone for the platform.