Every year, we help many clients create a plan for their retirement. Whether you’re coming up to retirement and looking at your options or it’s a few years away yet, we can help get you closer to the retirement you want. We’ll look at:
Creating a retirement plan is a big task and our advisers can help in a number of ways.
Knowing what to do with your pension isn’t easy. Our financial advisers are experts in this area and can let you know what to do in a straight forward way.
Speaking to one of our financial advisers will give you comfort that an expert has reviewed your finances and recommended what’s best for you.
We’ll create a financial plan that’s tailored to your own specific circumstances and your future goals.
We’ll recommend the fund that’s most suited to meeting your needs now and in the future.
We’ll create a plan, complete all the paperwork and set everything up for you.
If appropriate, we’ll regularly review your pension and make any changes to keep it on track.
As with all investments, the value can go down as well as up and you may get back less than you put in. We provide our clients with financial advice using a carefully selected range of products from Prudential and other providers. This is known as restricted advice.
Your first meeting won't cost you a penny
Guarantee to provide you with a personal recommendation, at no cost*
We won't put pressure on you to take our advice recommendation
*charge only be payable if you choose to proceed with our recommendation
"M&G Wealth Advice” is a trading name of M&G Wealth Advice Limited which is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054. Authorised and regulated by the Financial Conduct Authority.