Get the most from your money with M&G Wealth Advice

Qualified advisers near you

All of our financial advisers are fully qualified and regulated by the Financial Conduct Authority.

Free tailor-made financial plan

Your first meeting won’t cost you a penny. If you go ahead we’ll explain the costs involved before you decide.

4.9 out of 5 on VouchedFor

We're one of the largest financial advice providers in the UK and are proud our customers rated us 4.9 out of 5 on VouchedFor.

We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.

Everyone is different and there’s no one size fits all, which is why our qualified financial advisers are passionate about getting to know you as a person. They’ll talk to you about your financial situation, your attitude to risk, who you need and want to protect financially and your aspirations for the future. The answers to questions like these will enable us to create a tailor-made plan, to help you and your loved ones achieve a financially secure future.

Our advice recommendations 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.

Retirement planning

There’s a lot to retirement planning, it’s not all just about pensions. Our experts will create a made-to-measure plan you can call your own – one that makes the most of what you’ve got, tax-efficiently.

Accessing your pension

There are different ways you can do this, and some will be better suited to you than others. We’ll recommend an approach that matches your needs.

Combining pensions

If you’ve got a few pensions dotted around, you could bring them together. This is a complicated area and you could end up losing valuable guarantees or death benefits, so it’s best to get advice before doing this.

Saving and investing

This forms the bedrock of financial wellbeing. A carefully considered approach could help you achieve your goals, and we’ll ensure your money is working as hard as possible.

Protection

Protection cover can ease the financial burden on your family in the event of death or serious illness. This will look different for everyone, and we’ll ensure yours is just right.

Inheritance planning

The average Inheritance Tax bill in 2020/21 was £214,000. We can look at ways to help reduce the amount of Inheritance Tax for loved ones.

To get started, simply fill the form below, and we'll be in touch to arrange a financial review

The advice recommendations we make are from a carefully selected range of products and funds. This is known as restricted advice.

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By submitting the form, you consent to us using your details to arrange a suitable date and time for an appointment with a financial adviser.

For more information on how we handle your personal information, including any sensitive date, who we may share it with, and your rights, please visit www.mandgwealth.com/mydata to access our latest Data Protection Notice.

“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.

Here's what you can expect during your financial review:

Arrange

Fill in the form, and one of our friendly advisers will give you a quick call to schedule a meeting at a convenient time and location, or if you prefer, over the phone.

Meet

During the meeting, your adviser will discuss what plans you have in place and what your financial goals are.

Your first meeting with us is free and there’s no obligation or pressure from us to proceed any further.

Review

We’ll create a financial plan that’s personal to you and your circumstances. We’ll talk you through our recommendations and answer any questions you might have.

Decide

If you decide to proceed with our recommendations, then we’ll set everything up for you – you won’t need to lift a finger. It’s only if you proceed with our recommendations that a fee will be due.

"Excellent support and information received annually. Always available if need additional information. Very pleased."

Phillip P, June 2024

"The adviser from M&G visited me at home and was very good and explained my options in a clear easy to understand fashion. He made the whole experience very pleasant and stress free."

Dermot M, May 2024

Why choose M&G Wealth Advice?

We have a proven track record of helping clients solve their pension problems, with over 94,000 clients having already trusted us with their money.

Our mission is to make financial advice accessible to more people, regardless of their circumstances. Our advisers can explain the various ways to access your pension money and recommend the most tax-efficient approach and timings for your specific situation.

Our promises to you:

Your first meeting is free of charge.

We guarantee to provide you with a free personal recommendation.

We will never pressure you into accepting our advice.

It's only if you proceed with our recommendations that a fee will be due.

"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, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and 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.