Getting the right advice and support for you
Every year, we help many clients with their finances during life changing events. Some of the main reasons people get in touch are:
- Marriage/divorce – this could involve changing who should receive your pension, setting up joint investments or creating a new Will*
- Birth of a child/grandchild – a huge change in family that changes priorities for many of our clients
- New job – a new job may mean a new pension, more disposable income or you may have reduced your hours as you phase into retirement
- Inheritance – if you’ve recently received an inheritance and not sure what to do with it, we can help you make the most of it
- Cost of living – while we can’t help lower the prices of items, we may be able to help with the rest of your finances
- Interest rates – interest rates can have an impact on your savings and your mortgage and should be considered when creating a financial plan
*Will writing isn’t regulated by the Financial Conduct Authority.
Help with life changing events
Our advisers can help in number of ways when it comes to life changing events:
An expert review
Our financial advisers are experts and can let you know what to do in a straightforward way.
Peace of mind
Speaking to one of our financial advisers will give you comfort that an expert has reviewed your finances and recommended what’s best for you.
Plan creation
We’ll create a financial plan that’s tailored to your own specific circumstances and your future goals
Where to invest
We’ll recommend the fund that’s most suited to meeting your needs now and in the future.
We'll do the hard work
We’ll create a plan, complete all the paperwork and set everything up for you.
Keep on track
If appropriate, we’ll regularly review your finances and make any changes to keep them on track.
As with all investments, the value can go down as well as up and you may get back less than you put in. 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.
Common questions you might have
- How do I make sure my money is left to the right people?
- Can I set up a joint investment?
- Can I remove someone from my pension?
- Can I make an investment for my children/grandchildren?
- Do I need to pay Inheritance Tax?
Our promise to you
Your first meeting won't cost you a penny
Guarantee to provide you with a personal recommendation, at no cost*
We won't put pressure on you to take our advice recommendation
*charge only be payable if you choose to proceed with our recommendation
"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.