Arrange your personal financial review

Arranging a meeting with an M&G Wealth Advice adviser is easy, and they can review your pension plan, help you understand your options, advise on other savings, and make your finances more tax efficient.

You can use our Video Advice Service – a flexible, safe and convenient way to meet whenever you want. Or if you’d prefer, we can meet in your home or simply chat over the phone – whatever suits you best. We’ll provide you with a personal recommendation at no cost to you, and you won’t be under any obligation whatsoever to do anything else. A charge will only be payable if you choose to proceed with our recommendation.

Simply complete this form and one of our advisers will call you to arrange to meet at a time that suits you. Or you can call us on 0800 028 0556 Monday to Friday 9am to 5pm.

We will give the adviser policy details, valuations and information on the type of plans you hold with Prudential, so that they can have an informed conversation with you.

We believe less can definitely be more. So 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.

Continuing with a recommendation will incur a cost, your adviser will tell you more about the charge.

The types of questions we can help answer:

Should I move any of my pensions or savings?

How much money will I need when I retire – should I be saving more?

Can I take a break from paying into my pension?

What options do I now have when I decide to take my pension money?

How exactly do I pass my remaining pension on to my children?

Am I missing out on any tax benefits?

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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 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.