First we listen, then we recommend a plan that fits your needs
Whatever your financial goals – we can help.
Everyone is different and there’s no one size fits all, which is why our qualified financial advisers are passionate about getting to know you as a person. They’ll talk to you about your financial situation, your attitude to risk, who you need and want to protect financially and your aspirations for the future.
The answers to questions like these will enable us to create a tailor-made plan, to help you and your loved ones achieve a financially secure future.
Here's what our happy customers have to say:
Michael sought our help to get money from his pension.
"Our adviser was fantastic, she helped us all the way and explained everything."
Sept 2024
Anna sought our help to set up her pensions.
"It's a pleasure to welcome our adviser into our home, he provides a first class service in a friendly and helpful way."
Sept 2024
Peter sought our help to get the most from his savings.
"The advice has enabled me to reduce the amount of tax I pay on my savings."
Sept 2024
We have a long history of looking after people's money
Our heritage has helped shape us today, and we're now one of the largest financial advice providers in the UK.
Our roots stretch back for more than 175 years when Prudential was established in 1848. Five agents were on a mission to provide workers with more financial flexibility and stability. By the mid-nineteenth century, the industrial revolution in Britain was at its height, increasing employment as the economy grew.
However, 80% of non-professional working households lacked savings to sustain the family for more than one month without income. Prudential began offering workers ‘Industrial Insurance’ with premiums starting at 1 penny.
By 1900, a third of adults in the UK had Prudential Life Assurance policies.
But that is only half our story…
M&G Investments was established in 1900, by an American Engineering company. They funded major construction projects that built our economy, including parts of the London Underground.
Towards the end of the First World War, M&G was bought by a London employee, George Booth. He launched the first unit trust fund in the UK, inspired by mutual funds in America. For the first time ever in Europe, people were allowed to pool their money together to invest in blue-chip companies.
In 1954, they introduced the Thrift Plan which enabled ordinary people to make monthly contributions to an investment pot – something that until then, only the wealthiest could afford to do. By 1998, British society had entrusted £21bn to M&G.
In 1999, M&G joined the Prudential family.
And today…
The M&G plc’s family of brands unites a huge range of investment expertise, experience and capabilities to serve our customers in 38 offices around the world. Our aim since the very start has been to help ‘everyday’ people maximise their wealth and we are continuing this mission today.
M&G plc has £346.1 billion assets under management (as at June 2024) and serves over 4.6 million customers.
