The Advisors Passport

Passport holders ask for financial advice. Be a firm they can choose.

Consumers and SME owners on Wolf platforms ask for advice from inside their own Passport account. 121 UK postcode areas, with seats for FCA authorised advice firms. Check where your offices sit, then secure your seats.

30 day guarantee: no qualifying opportunities, no monthly fee.

A financial advisor on a client video call

The holder chooses the firm. Wolf provides the infrastructure.

417,893SME owners live on Wolf platforms REPORTED

379seats open of 379

0seats in discussion

0seats taken

The Cube

Six sides to every advice request

What the holder declares and holds in their Passport account, set out before your firm engages.

Passport

The holder's own certified account: identity, consent and every record they hold.

Advice

The advice the holder asks for and how soon, declared in their own words.

Pension

Pensions and retirement position as the holder declares it, the main reason clients seek advice.

Claims

Certified claims and redress already on the account, including money received or due.

Review

Existing products and arrangements the holder wants reviewed, listed on the file.

Clients

The firms the holder consulted and the firm the holder chose, with both consent acts dated.

How it works

Three steps. The holder decides each one.

The holder asks for advice

From inside their own Passport account, with the advice area and the urgency declared.

Your firm reviews the file

Position, products held and the advice asked for, dated and ready before the first call.

The holder chooses, you engage

The holder consults the firms seated in their area and picks the one that convinces them.

One Wolf ecosystem

Two joined platforms

When the holder raises a hand and selects your firm, the file they have built moves across into your Advisors platform. Nothing moves without their instruction.

Platform 1 · Live

The Passport account

Where the consumer or SME owner already holds their Passport.

IdentityPassport, consent record and hand raise
PositionIncome, assets and liabilities as declared
ClaimsCertified claims, redress received and due
RecordsStatements, policies and letters in one vault

➞The holder's instruction, recorded field by field

Platform 2

Your Advisors platform

Where your firm receives the clients who choose it.

Ready clientStructured file with every source and date
IntegrationYour back office and CRM software
Client contactPortal, SMS, email and WhatsApp
ComplianceeSign client agreement, KYC and AML checks

Seats

Every UK catchment, priced by its size

121 postcode areas and 379 seats: three in every area, five in the eight Metro areas, one seat per firm in each area. Price follows the number of passport holders in the catchment.

Size	Areas	Seats per area	Build setup	Monthly	Year 1
Small	30	3	£3,750	£195	£6,090
Standard	83	3	£5,000	£295	£8,540
Metro	8	5	£7,500	£395	£12,240

All ex VAT. Metro: Birmingham, Bristol, Reading, Sheffield, Nottingham, Leicester, Leeds and Manchester. SME counts per area are REPORTED from the live platform base of 417,893; sizes are a WOLF ASSESSMENT. 5,616 firms held retail investment advice permissions in 2025, FCA figure VERIFIED

Seat register

All 121 areas. No firm is named. Add the areas you want to your basket.

Area	Post town	Region	Size	SMEs	Price	Seats

0 areas · £0 setup · £0 a month ex VAT

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What arrives with the client

Every hand raise arrives as a declared, dated file

6advice areas a holder can ask about, listed below

£1,520average yearly revenue per advice client used on this page WOLF ASSESSMENT

2dated consent acts on every file: contact consent, and the holder's instruction to send it to your firm

Pensions and retirement

Consolidation, drawdown, retirement income and pension reviews.

Investments and savings

ISAs, general investments and what to do with a lump sum.

Redress and settlements

Money received or due from claims, and where it should go.

Protection

Life, income protection and critical illness cover.

Mortgages

Purchase, remortgage and equity release questions.

Business advice

For SME owners: business protection, workplace pensions and exit.

Each firm advises only within its own FCA permissions. The holder sees which areas each seated firm covers and chooses for themselves.

Price

Build. Run. Feed. Scale.

BUILD

A one off platform build for each area, owned by your firm.

RUN

A monthly fee per area, with support and a named account manager.

FEED

Unlimited access to the hand raises made by holders in your areas.

SCALE

Add catchments, a region or national coverage as you grow.

One seat per firm per areaLive 14 to 21 days after paymentInvoice, then Direct DebitNo fee linked to any client

Your numbers

Run the numbers for your areas

Change the assumptions. Every figure below is a WOLF ASSESSMENT, not a promise of volume.

Areas Holders asking for advice each year, % of passport holders Share of hand raises that choose your firm, % Average yearly revenue per client, £

SME holders in the area REPORTED0

Advice hand raises a year0

New clients for your firm a year0

Year one revenue from those clients£0

Year one seat cost£0

SME holder counts are REPORTED from the live platform. Consumer holders are not counted here. Average revenue is FCA reported 2025 retail investment advice revenue (£6.25bn) divided by FCA reported retail clients (4.1m), a WOLF ASSESSMENT.

	Paid search and PPC	SEO and content	Advisors Passport seat
When contact arrives	After the person searches	After the person searches	When the holder asks, before any search
Competition	Every firm bidding on the same words	National brands and comparison sites	The seated firms in that area only
What you receive	A name and a phone number	A form fill	A dated file with both consent acts
Cost basis	Per click, rising	Time and agency fees	Fixed seat fee, nothing per client

Compliance

Questions from compliance officers

Who decides which firms the holder sees?

Every firm holding a seat in the holder's postcode area is shown, up to the seats that area carries. Wolf applies no ranking, scoring or matching between firms, and what a firm pays does not change who is shown. The holder alone decides.

How is the order of firms set?

Firms appear in a neutral order that varies between holders. No position is bought and no firm holds a permanent place at the top.

What does Wolf get paid for?

Infrastructure only: the build setup and the monthly fee for each postcode area. Nothing Wolf is paid depends on any hand raise, engagement, product, fee or recovery, so no payment from your firm to Wolf is linked to any client.

Does Wolf advise the holder or influence product choice?

No. Nothing on the platform gives financial advice, recommends a firm or influences any product decision. All advice sits with the authorised firm the holder chooses.

How is a firm checked before it takes a seat?

At checkout the firm enters its FCA Firm Reference Number. It is checked against the live FCA Financial Services Register, and a seat order can only be placed by a firm shown as Authorised with at least one advising permission. Appointed representatives order under their principal firm's FRN.

Who holds the client relationship?

The firm the holder engages. The holder selects the firm and sends their own file. Firms run their own client due diligence, suitability and client agreements, and retain sole conduct of every engagement.

What data reaches the firm, and on what basis?

Only the file the holder chooses to send, to the firm the holder names, on the holder's own instruction. Contact consent and transmission authority are captured as two separate, dated acts, and the transfer is recorded field by field.

What if a holder has a claim against an advice firm?

A seated firm never receives the file of a holder whose claim is against that same firm. The claim stays in the holder's own Passport account.

What about clients in financial difficulty?

The holder can open the debt and insolvency tab in their own Passport and choose a licensed insolvency practitioner seated in their area. Nothing is paid for that in either direction.

Checkout

Secure your seats

Seats are secured by invoice and held for 7 days. Monthly payments are by Direct Debit through GoCardless from month two.

One more step

A pre filled email has opened in your mail app. Press Send and we confirm your seats and issue your invoice within one business day. Nothing is reserved until that email is sent. If your mail app did not open, write to b2b@wolfailabs.com.

Your seats

No areas yet. Add them from the seat register.

Build setup£0

Monthly£0

VAT at 20%£0

First payment£0

First payment covers the build setup and month one, plus VAT. Invoice issued within one business day.

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