The Financial options page gives you two ways to narrow down the directory: the category tabs and the stance filter. You can use them together.
1. Choose a category
The tabs run across the top of the list. Each shows how many providers it contains.
- For You: your personalised recommendations. See Getting personalised recommendations.
- All: every provider in every category. This is where the page opens.
- Current Accounts, Savings, Phone Contracts, Car Finance, Insurance and Transfers: one category each.
On a phone, swipe the tabs sideways to see them all.
2. Filter by stance
Beside the heading is a row of four small icons. From left to right they show: all providers, Generally accepts only, Likely to accept only, and Case by case only. Tap one to use it, and its name appears in a small label. See CIFAS stance labels explained for what each label means.
The stance filter also works on the For You tab.
How the list is ordered
You can't re-sort the list. It's always shown in this order:
- any providers marked Weekly top pick
- then Generally accepts, then Likely to accept, then Case by case
- alphabetically within each group
On the For You tab, your recommendations are ordered by how well they match your needs instead.
Changing tab resets the stance filter to show all providers. If nothing matches your choice, you'll see "No providers match this filter." Try another stance or tab.
