Arranging your financial review is easy

Whether you’re planning to retire soon or still have some way to go, an adviser from M&G Wealth Advice can help. We can review your finances, help you understand the choices you have and advise on the options available for your personal circumstances.

M&G Wealth Advice is our new service bringing together the expertise of Prudential Financial Planning and The Advice Partnership from Prudential. It offers tech enabled, tailored advice to meet the needs of our clients.

To arrange an informal chat with an adviser, simply complete your details here and we’ll do the rest. Your first meeting with an adviser won’t cost you a penny. Continuing with a recommendation will incur a cost.

You can also call us on 0800 028 6191 9am to 5pm, Monday to Friday to set up a meeting, if you don’t already have  financial adviser.

What can we help you with?

The types of questions we can help answer include:

  • When can I start taking money from my pension?
  • Would it be right for me to transfer some of the savings, personal pensions or final salary pensions I hold?
  • How much tax will I pay on withdrawals?
  • What options do I have for taking my pension money?
  • How do I pass my pension on to my children?
  • Can I take my pension money and continue working?

5 reasons to meet with us

We’ll review your pension plan when we meet – and if you wish, any other savings, investments or pension plans you have. We’ll review this with your future needs in mind, so that you have a clear picture of all your finances.

We'll make recommendations based on your particular circumstances, designed for your needs, goals and the amount of risk you feel comfortable with and are able to take. We'll map out your financial needs and create a personal plan aimed at maximising your financial situation in the future.

So for example, we can identify areas where you could make your savings more tax efficient and let you know if you could get better returns by moving your money. And we can advise what action, if any, you should take.

In times of uncertainty, we believe that these things should be discussed with an adviser who really understands the ins and outs of the pension rules and how they might benefit you.

You can now talk to us by video meeting, giving you a flexible, safe and convenient way to meet whenever you want. Or if you’d prefer, we can simply chat over the phone – whatever suits you best.

Our advice doesn't need to be a one off. Should you choose to go ahead with any of our plans, we can also provide optional on-going advice to ensure they remain on track.

Of course, there's no obligation to go forward with any of our recommendations.

Arrange a meeting today – just fill in your details below

All fields are mandatory. Your details will only be used to arrange a financial review.

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Advisers from M&G Wealth Advice Limited are qualified and experienced in financial planning and can advise on a range of carefully selected products from Prudential and other providers. This is known as a restricted advice service. 

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“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.  

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M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.