I just read this post now. I would also be interested in getting advice/name also. I don't want to get someone though who ends up telling me to move this policy or whatever to another company so he/she can get commission. I just need someone who is independent to go through all my bits and pieces e.g insurances, pensions, life insurance....none of these are for large amount believe me. I am unemployed at minute just hoping to get few days a month work but I am struggling to pay bills which is priority to me. I want to see what I am worth financially, will I have any kind of a decent pension when 66 arrives, am I entitled to state pension as I was self employed for good few years. Just need someone to take the file of all that and go through it and cull it...I have policy documents going back years and I prob don't need half of them at this stage they are obselete. I need someone to trawl through all this and advise me and hopefully put my mind at ease for my future. I won't be loaded I know that for sure but will I be able to live in a little comfort that is ...eat, pay bills, run a car, have a life, paint my ol house etc. The everyday things and east of mind.