By understanding your needs and supporting you every step of the way we can help you in delivering the best outcomes for your clients.
You'll find our range of step-by-steps guides in the Training Hub area of the platform. Simply log in and click 'Training and Support' to view our guides.
You're there to help guide your clients through complex financial decisions and provide financial reassurance when life is challenging.
Our client website is designed to help keep things simple. Click below to look at some of the client facing resources we have available.
Take a look inside the platform. From new business applications or transfering money out these videos show you how easy it is to use and navigate the platform.
New business application
Trading and model portfolios
Top-ups and money out
Our expert teams are committed to providing you and your clients with a quality platform experience each and every time.
If you need help using the platform, want to update us on some details or have any general enquiries our knowledgable customer services team is on hand to help.
The M&G Wealth Platform is here to equip you with the tools to thrive. From access to one of the widest ranges of investments and tax wrappers, to technical and business consultancy from our in-house experts.
Easy to understand documents, extra support when life gets challenging and a jargon buster to help with complex industry terminoligy. We aim to create the best customer experience for your clients, so they can be confident that their money is in safe hands.