What's included in your free retirement discovery call

Our service

We’ll explain what’s included in our advice service and how we can help with retirement planning.

Your goals

We’ll ask about your circumstances and what you’re looking to achieve to determine how we may be able to help you.

Any questions

We can answer any questions you have about retirement or us – although we can’t give advice at this stage

Your free retirement discovery call

How we use your data

We will use your details to arrange a suitable date and time for an appointment with a Financial Adviser. For a copy of M&G Wealth Advice Limited's latest Data Protection Notice, please visit www.mandgwealth.com/mydata. This gives further information about how and why we use your personal information (including any sensitive personal information), who we may share it with and your rights around your personal information. Alternatively, you can request a hard copy to be sent to you by writing to The Data Protection Officer, Customer Service Centre, Lancing BN15 8GB.

Please note that we collect personal information from you that is necessary for us to either provide you with the product or service you’ve requested or to comply with statutory or contractual requirements. Unfortunately if you don’t provide all of the information we require this may mean we are unable to provide our products and services to you.

As one of the biggest financial advice providers in the UK, we’ve built our reputation by working closely with customers like you to achieve their goals.