PFS for Financial Advisers
PFS helps financial advisers receive a structured picture of a prospective client’s financial stage before investing time in discovery.
The adviser problem PFS addresses
A new financial enquiry can begin with a long, unstructured story. PFS creates a consistent assessment before a person reaches the adviser, covering the same core fields such as surplus, goals, obligations and risk profile.
Two ways people can reach you
A person can find an adviser through the PFS directory and voluntarily request a connection. An adviser can also use a dedicated intake link with their own audience. The two routes use separate credit pools.
You remain in control
For directory connections, the user chooses the adviser. The adviser then sees an anonymised PFS snapshot and decides whether they can genuinely serve the person. Accepting uses a connection credit; declining does not.
Your own audience can use your intake link
The current adviser model allows an adviser to share one intake link with their own audience. The audience completes PFS for free and can voluntarily choose to share the anonymous profile with the adviser. The adviser can accept or decline.
PFS is not lead generation
PFS does not sell or generate leads. It is a structured beginning to a financial conversation. The user makes the initial choice and the adviser decides whether to accept.
Why advisers complete PFS first
The current flow requires advisers to complete their own PFS before creating a listing. The purpose is to let advisers experience the same assessment their audience experiences.
Explore PFS for your practice
See how PFS works for financial advisers, including directory connections and adviser intake links.
For financial advisers →How PFS credits actually work
PFS has three separate credit concepts. They are not interchangeable.
- PFS Assessment Credits: used for a person's own PFS assessments. The first assessment is free. The 10-assessment plan provides 10 fresh assessments, each personalised to the information entered, and the credits are valid for 3 years.
- Connection Credits: used by advisers for user-initiated requests from the PFS Adviser Directory. The user chooses the adviser. The adviser sees the user's anonymised financial snapshot before deciding. One connection credit is deducted only when the adviser accepts. Declining uses no connection credit.
- Intake Credits: a separate adviser pool for an adviser's own Intake Link. The audience can use the link without paying and there is no audience-size limit. A shared intake arrives as an anonymised PFS profile; one intake credit is deducted only when the adviser accepts it. Rejecting an intake uses no intake credit.
Assessment credits are for taking PFS yourself. Connection and intake credits are adviser-side credits for accepting people through two different routes.