MoneyBrief clients come paired with a 5 page pre-completed KYC document and are matched to your specialism
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Getting started takes minutes. Your first lead could arrive within 24 hours of approval.
Complete our short advisor application including your FCA number, specialisms and the type of clients you work with.
Select the subscription tier that matches your capacity. You can upgrade, downgrade or cancel at any time.
We check your registration against the FCA register. Approval typically takes one business day.
When a client matches your profile, you receive their financial brief by email. Review it, then decide whether to connect.
One flat monthly fee. No per-lead charges. No hidden costs. Cancel anytime.
For advisers building their pipeline. Up to 5 new leads per month.
For established advisers wanting consistent, quality lead flow.
For advice firms managing leads across multiple advisers.
From how matching works to what happens with client data, everything you need to know before applying is on our dedicated Adviser FAQ page.
Read the adviser FAQ →Complete the short application below. We'll verify your FCA registration and get back to you within one business day.
Financial clarity, delivered. Helping individuals understand their position and find the right advisor.
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