Our Membership Costs
Contents
Financial Advisers, Mortgage Advisers, Equity Release Advisers, Protection Advisers and Financial Coaches
Accountants
Legal Advisers
Financial Advisers, Mortgage Advisers, Equity Release Advisers, Protection Advisers and Financial Coaches
Verified Subscription Fees
All Verified Plans for Financial Advisers, Mortgage Advisers, Equity Release Advisers, Protection-only Advisers and Financial Coaches include:
- A fully verified profile
- The ability to upload qualifications
- Use of reputation tools e.g. Certificates (subject to qualification), Website Widget, Email Signatures and Review portfolio
- Appearing as a “Top Rated” Adviser in VouchedFor’s “Top Rated” Guides (subject to qualification and being on an annual subscription) and use of associated “Top Rated” marketing materials
- Ability to appear as contactable and receive up to a limited quota of contacts (“enquiries”) directly through VouchedFor
Professional type | Monthly rate (rolling) | Annual rate | Kickstarter rate* |
Financial Adviser, Mortgage Adviser, Equity Release Adviser | £54 + VAT | £540 + VAT | £18 + VAT |
Financial Coach | £24 + VAT | £240 + VAT | £18 + VAT |
Protection-only Adviser | £25 + VAT | £300 + VAT | £18 + VAT |
*The Kickstarter rate is available for up to 2 years. This rate is available for 2 years from the point of qualifying (for Financial Advisers or Mortgage Advisers) or 2 years from the point of starting to practice (for Protection Advisers or Financial Coaches).
The Verified subscription includes the ability to receive a capped number of enquiries directly through VouchedFor. This quota is not a guarantee of any sort and is steered by the minimum wealth level set by each adviser, as follows:
If you accept financial advice enquiries, the enquiry limits are as follows:
Minimum Wealth Level | Quota |
Any level of wealth | 5 enquiries per quarter |
£50k plus | 4 enquiries per quarter |
£100k plus | 3 enquiries per quarter |
£250k plus | 2 enquiries per quarter |
£500k plus | 1 enquiry per quarter |
If you accept mortgage enquiries, the enquiry limits are as follows:
Minimum Mortgage Level | Quota |
Any level of mortgage | 6 enquiries per quarter |
£50k plus | 5 enquiries per quarter |
£100k plus | 4 enquiries per quarter |
£250k plus | 3 enquiries per quarter |
£500k plus | 2 enquiries per quarter |
Advisers who offer financial and mortgage advice must set a separate minimum wealth level for financial and mortgage advice. Their enquiry quota will be determined by the lowest wealth level they select (e.g. financial advice wealth level is £50k, mortgage wealth level £250k = 4 enquiries per quarter).
The Verified subscription for Protection Advisers has no limit on the number of enquiries that can be received directly through VouchedFor. And any that are received on this membership will not be chargeable. These direct enquiries are not a guarantee of any sort.
Elevation Subscription Fees
The Elevation subscription for firms allows them to purchase licenses depending on how many advisers will be signed up. The subscription includes:
- Access to the Firm Portal to view all feedback data / dashboards real-time (at firm and adviser level). As many non-adviser users as required can be granted access at no extra cost.
- Dedicated Account Management support
- Access to a Consumer Duty Report
- Exclusive access to content and webinars
- Individual adviser access to their own dashboards and feedback
The minimum contract term for Elevation is 12 months.
Professional type | Charges per adviser/coach |
Financial Adviser, Mortgage Adviser, Equity Release Adviser, Protection-only Adviser firms | £480 + VAT per adviser, payable monthly at £40 + VAT |
Financial Coaching firms | £180 + VAT per coach, payable monthly at £15 + VAT |
Unlimited Plan Fees
The Unlimited subscription for Financial Advisers and Mortgage Advisers includes all of the benefits of the Verified subscription, plus the ability to receive unlimited enquiries through VouchedFor (generated through our affiliates as well as the main VouchedFor directory), however each enquiry received is chargeable.
The Unlimited plan also includes our Elevation service. This means advisers receive rich feedback from enquirers they speak to - helping them deliver consistently excellent experiences and boost conversion rate. Elevation also helps advisers generate more referrals and cross-sells from your existing clients.
There is a monthly subscription for the Unlimited plan of £85+VAT per month, in addition to the enquiry fees below.
The amount charged per enquiry relates to the minimum wealth level set by each adviser, as follows:
All enquiries except mortgages, equity release and insurance and protection:
Minimum Wealth Level | Price (ex VAT) |
Any level of wealth | £67.50 |
£50k plus | £120 |
£100k plus | £180 |
£250k plus | £225 |
£500k plus | £300 |
Mortgage enquiries: Mortgage enquiries will be priced based on the minimum mortgage level on your VouchedFor profile.
Minimum Mortgage Level | Price (ex VAT) |
Any level of mortgage | £45 |
£50k plus | £67.50 |
£100k plus | £90 |
£250k plus | £112.50 |
£500k plus | £135 |
Equity release enquiries: equity release enquiries will be priced based on the minimum mortgage level on your VouchedFor profile.
Minimum Mortgage Level | Price (ex VAT) |
Any level of mortgage | £45 |
£50k plus | £67.50 |
£100k plus | £90 |
£250k plus | £112.50 |
£500k plus | £135 |
Insurance and Protection enquiries:
Minimum Wealth Level | Price (ex VAT) |
All wealth levels | £75 |
Accountants
Verified Subscription Fees
The Verified subscription for Accountants includes:
- A fully verified profile
- Use of reputation tools e.g. Certificates (subject to qualification), Website Widget, Email Signatures and Review portfolio
- The ability to receive a capped number of up to 4 enquiries directly through VouchedFor per quarter
Professional type | Monthly rate (rolling) | Annual rate |
Accountant | £36 + VAT | £360 + VAT |
Unlimited Subscription Fees
On the Unlimited Plan you receive all the benefits of the Verified plan, plus pay for each enquiry that you receive through the site, but there is no cap. The type of enquiries you receive will depend on which services you have selected on your VouchedFor profile. This means that you can pick which kinds of enquiries you would like to receive.
The Unlimited Plan is £18 +VAT per month, plus each enquiry received is charged for as per the table below.
When a visitor to the site puts through an enquiry we ask them to tell us which of the following 'client types' fits them best:
The price of enquiries on the unlimited plan is based on the type of client that they tell us:
Enquiry type | Price (ex VAT) |
Enquiries from individuals (excluding self-employed) | £15 |
Enquiries from other client types (i.e. enquiries from businesses) | £45 |
Legal Advisers
Verified Subscription Fees
The Verified subscription for Legal Advisers includes:
- A fully verified profile
- Use of reputation tools e.g. Certificates (subject to qualification), Website Widget, Email Signatures and Review portfolio
- The ability to receive a capped number of up to 3 enquiries directly through VouchedFor per quarter
Professional type | Monthly rate (rolling) | Annual rate |
Legal Adviser | Currently free | Currently free |
Unlimited Subscription Fees
The Unlimited subscription includes all of the benefits of the Verified subscription plus the ability to receive unlimited enquiries through VouchedFor, however each enquiry is chargeable.
There is also a subscription fee for the Unlimited plan.
Professional type | Monthly rate (rolling) |
Legal Adviser - Unlimited subscription | £18 + VAT |
The type of enquiries you receive and price will depend on which services you have selected on your VouchedFor profile:
Enquiry type | Price (ex VAT) |
Residential Conveyancing enquiries | £15 |
Wills enquiries | £8 |
All other enquiries | £40 |
All charges commence at the time billing details are provided and any credit has been used or expired.
Bespoke pricing agreements
In certain situations, VouchedFor may agree exceptional pricing structures with certain Financial Advisers, Mortgage Advisers, Protection Advisers or Financial Coaches - these will always be communicated in writing with the Professionals in question.
Timing of charges
All charges commence at the time billing details are provided and any credit has been used or expired.
