Arrange your personal financial review

It’s very easy to arrange a meeting with an adviser from M&G Wealth Advice. We can review your Pension plan and help you understand your options. We can also advise on any other savings, if you wish, and help you 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.

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?

All fields are mandatory. Your details may only be used to arrange a financial review.

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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.