Our purpose

M&G Wealth provides tailored advice, powerful investment solutions and a seamless, tech-enabled experience that fit the needs of a broad range of clients and advisers.

The Financial Advice Paradox

At M&G Wealth Advice, we've been working with the experts at Aon to understand why it's vital for our industry to adapt if we're to continue to meet the ever-changing needs of clients, both now and in the future. In our short video, Ross Liston, CEO of M&G Wealth Advice, explains a bit more about what this means for our advisers.

It's an exciting time to choose financial advice as a career. The world's evolving, and so are customers' expectations. They have more freedom than ever when it comes to their money, but only a small percentage are asking for expert support. So, what do the needs of the future look like? And how can advisers break down the barriers? We've teamed up with Aon to find out.

Read our white paper

"Advice and advisers are at the heart of everything we do at M&G Wealth Advice. Our aim is simple – to support the adviser community to deliver great outcomes."

Ross Liston, CEO
M&G Wealth Advice

The Wealth Academy vision

Provide accessible / affordable financial advice to clients

Meet the supply and demand advice needs

Address the ageing adviser demographic and create the next generation

"My experience with the Academy has been fantastic. I didn't really anticipate the amount of support that we would get."

Jordan, Academy graduate

Our partnerships

We've teamed up with organisations across different industries, to provide their members opportunities to join our Academy.

Next steps

Why should I join?

If you don’t already work within Financial Services, the Academy could be your foot in the door.

A career in financial advice

Meet the team

Whatever support you need, we have a highly qualified team on hand to help you build a business you can be proud of.

Meet us

Events & Insights

View our latest insights and upcoming events.
 

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Become a financial adviser

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