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

We believe getting financial advice is more important than ever. And with the amount of change and uncertainty we've seen over the past few years, it's wise to talk to a professional about something as important as your money.

So whatever your financial goals, whether you’re planning for your retirement or saving for an important event in life, our financial advisers can help you plan your future with confidence.

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 a financial adviser can help answer include:

  • Would it be right for me to transfer some of the savings, personal pensions or final salary pensions I hold?
  • What options do I have for taking money from my pension and when is the best time to do it?
  • Can I combine all the pensions I hold?
  • Are there tax efficient ways to pass my money onto my children?
  • Should I be saving more now to help maximise my income in retirement?

You can also call us on 0800 028 1076 9am to 5pm, Monday to Friday to set up a meeting, if you don’t already have a financial adviser.

Reasons to meet with us

Using expert knowledge of products and tax efficiencies as well as your financial situation and goals, we're here to help guide you.

Your first initial meeting with us is free of charge. Continuing with a recommendation will incur a cost.

We can help take away the stress of financial planning and give you the confidence you need to make those big decisions. There's no obligation to go forward with any of our recommendations.

Our advice doesn't need to be one-off. We can give ongoing advice to help make sure your plans stay on track.

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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.