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, your adviser will tell you more about the charge.
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 a financial adviser.
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. If you accept our recommendation, you will incur a cost. Your adviser will tell you more about the charge.
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.
We will use your details to arrange a suitable date and time for an appointment with a Financial Adviser. For a copy of M&G Wealth Advice Limited's latest Data Protection Notice, please visit www.mandgwealth.com/mydata. This gives further information about how and why we use your personal information (including any sensitive personal information), who we may share it with and your rights around your personal information. Alternatively, you can request a hard copy to be sent to you by writing to The Data Protection Officer, Customer Service Centre, Lancing BN15 8GB.
Please note that we collect personal information from you that is necessary for us to either provide you with the product or service you’ve requested or to comply with statutory or contractual requirements. Unfortunately if you don’t provide all of the information we require this may mean we are unable to provide our products and services to you.