Why meet with an adviser from M&G Wealth Advice?

Whether you're planning to use your savings to provide an income in retirement and you want to find out if your money is still in the right place or if it could be working harder for you. Or you’re simply looking at different investment options – our qualified advisers from M&G Wealth Advice can help.

They can take a look at your policy – and if you wish, any other savings, investment or pension plans you have – then advise you on how to ensure your finances are tax efficient and working hard. If you are looking to retire, they can also review your retirement plans and help you understand your options.

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.

What can an adviser from M&G Wealth Advice help you with?

The types of questions they can help answer:

  • How much can I save into my ISA this year?
  • Would it be right for me to transfer some of the savings, personal pensions or final salary pensions I hold?
  • Can I make my savings more tax efficient?
  • Should I be saving more now, to help maximise my income in retirement?
  • Are there tax efficient ways to pass my savings on to my children?

We believe these things can be discussed whenever and wherever you want. Your first meeting won’t cost you a penny, and of course, there’s no obligation to go forward with any of our recommendations. Continuing with a recommendation will incur a cost.

Simply fill in the form on the right or call us on 0800 028 6204 (Mon-Fri 9am-5pm) to register for your personal financial review, if you don't already have a financial adviser. Then relax as we do the hard work for you.

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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.  

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.