We believe less can definitely be more. The advice recommendations we make are from a carefully selected range of products and funds. Using a focused and controlled approach allows us to develop an in-depth knowledge of the products, so we can safely and confidently recommend a solution that’s right for you. This is known as restricted advice.
So, if you don’t already have a financial adviser, we can help. Book a no-obligation financial review with one of our advisers in your area.
M&G Wealth Advice is our new service. Bringing together the expertise of Prudential Financial Planning and The Advice Partnership from Prudential, we offer tech enabled, tailored advice to meet our client’s needs. We will provide you with a personal recommendation at no cost to you. A charge will only be payable if you choose to proceed with our recommendation.
Financial advice is something that could benefit almost anyone – no matter how much money you have.
With more freedom and flexibility to do exactly what you want with your pension, you now face what may seem like a maze of options. That’s why it’s important you get advice.
And in times of uncertainty, it’s more important than ever to talk to a professional about your money - that’s why we’re here to help.
We can help you understand how much money you have in your pensions and investments and make sense of the options you have. You may be unsure about how much cash you can take from your pension as tax-free or you may be considering the best way to take your money. Or you might just want to make your money work harder. We can help you with your questions and advise how you can make the most of the options available to you.
Typical questions asked by other customers are;
Given this is the most important decision you are likely to make, talking through your options with a financial adviser will give you comfort knowing you’ve given this the attention it deserves.
And you can talk to us either by video, over the phone, or it might be possible to meet you safely at home – we’ll confirm your options when we call you.
M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority.
A financial adviser can help you understand the choices you have and recommend the options for you.
If you don't already have an adviser, we can help. You can book a no-obligation financial review with one of our advisers in your area. We offer a restricted advice service.
Find an independent financial adviser in your area to help you in your future pension planning.
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Visit the www.hmrc.gov.uk to get information on tax rules and legislation which may affect you if you have a pension plan or are looking to access your options.
If you need access to financial advice but you are resident in the EEA and don’t have a financial adviser, you can e-mail or call us, details can be found on our contact page. Prudential has links with organisations within the EEA that might be able to help.