Arrange your personal financial review

It’s very easy to arrange a meeting with your local M&G Wealth Advice Limited adviser. We can review your pension and investments and help you understand your options in these uncertain times.

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 simply chat over the phone – whatever suits you best. And you won’t be under any obligation whatsoever to do anything else.

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 1301 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.

The types of questions we can help answer:

  • Should I move any of my pensions or investments?
  • How much money will I need when I retire – should I be saving more?
  • Can I take a break from paying into my pension?
  • Is there a tax efficient way to pass my savings on to my children?
  • Am I missing out on any tax benefits?

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

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M&G Wealth Advice Limited advisers 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.