MEMBERSHIP BENEFITS

Learn and develop with Advice Guru, your education partner

Boost your professional development, broaden your product knowledge and explore new areas of advice with our comprehensive range of tools, Learning Zones and interactive content. Advice Guru is your education partner, helping with your professional development.

Empowering your business Supporting your growth

Think of us as another member of your team…helping you develop your knowledge, grow your business AND meet your regulatory obligations

Your education parter

Educate your clients…

The lending market is diverse and complex, with rates and product options changing almost daily. Many clients have questions and concerns about their borrowing options, but are not always ready to pick up the phone and speak directly to an adviser.

The Advice Guru website was designed to help consumers just like this. Our Learning Zones help them get to grips with their lending options – including the product features, benefits and risks – using a simple but interactive platform that lets them learn at their own pace and in a style that suits them best.

What’s in it for you

Encourages more holistic conversations, helping to open up new opportunities

Can provide a record of your client’s learning for audit purposes

Improve your customer engagement and likelihood of completing new business


Educate your introducers…

Getting introducers signed up to your business is only half the battle. Getting a regular flow of high quality leads from them is something else, especially if they don’t understand the lending market and can’t answer even basic questions their clients might ask them.

That’s where we come in. The Advice Guru website is a powerful marketing tool for advisers, giving you a platform you can use to educate your introducers and improve your working relationship with them.

Learn more about our introducer support

What’s in it for you

Build closer relationships with your introducers

Help uncover new lead opportunities in their client bank

Improve the conversion of leads to new business with better-informed, better-qualified prospects


Educate yourself…

Perhaps you are a mortgage adviser looking to gain more knowledge about later life lending. Or maybe you specialise in equity release and you want to learn more about other lending options. You might even be brand new to the lending market and you want to get a better insight into what options are available.

Advice Guru can help. Use our free tools and Learning Zones to help expand your lending knowledge and confidence.

What’s in it for you

Build your knowledge and experitse in new areas of financial planning

Uncover more opportunities within your existing client bank

Help meet your Consumer Duty obligations and improve customer outcomes

To understand the features and risks of a lifetime mortgage, ask for a personalised illustration.

Think carefully before securing other debts against your home.

Some Buy to Let & Commercial mortgages are not regulated by the Financial Conduct Authority.

Your home may be repossessed if you do not keep up repayments on your mortgage.

A Protection plan will have no cash in value at any time, and will cease at the end of the term. If premiums are not maintained, then cover will lapse and you may not be covered if a claim is made

Advice Guru is a trading style of One Stop 4 Equity Release Ltd which is authorised and regulated by the Financial Conduct Authority (FCA). FCA No 952887. One Stop 4 Equity Release Ltd is a registered company in England and Wales with Company Registration Number 13452621. Registered Office: 14 North Street, Bourne, Lincolnshire, PE10 9AB.

Trademark Number: UKOP444255