Saving and investing

Whether saving for your retirement, a future event or simply saving for a rainy day, we can  advise on a wide range of investments to help you achieve your financial goals.

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Getting the right advice and support for you

Every year, we help many clients with their savings and investments. It’s such a broad topic and there are a number of considerations when investing your money. Some of the main areas we’ll help with are:

  • Tax efficiencies – find the most tax-efficient investment for you

  • Fund options – we can advise on passive funds, actively managed, smoothed investments and sustainable investments and can explain these in more detail when we meet

  • Savings options – whether that’s an ISA, Bond, OEIC or something else, we’ll explain the different options

  • Access to your money – when you want to access your money can have an impact on what options are best for you

  • Attitude to risk – we’ll calculate how much risk you’re comfortable taking to help choose the right fund for you

Help with your savings and investments

Our advisers can help in a number of ways to help you get the most from your savings and investments:

An expert review

When it comes to investments, it can be a complicated subject. Our financial advisers are experts in this area 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 provide our clients with financial advice using a carefully selected range of products from Prudential and other providers. This is known as restricted advice.

Common questions you might have

  • How can I make my savings more tax efficient?

  • How does inflation affect my savings?

  • Should I move my savings and investments?

  • What impact do interest rates have on my money?

  • How much can I save into my ISA this year?

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

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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.