Our service

We’ve built our service around what you’ve told us is important to you and your clients.

Our culture

Our watchwords are collaboration and ownership. It’s how we work with you.

Our highly trained teams of experts and customer service professionals are dedicated to working with your business and we’re proud of the service we provide.

Our service

When you join, our Platform Adoption Team will get you started. They’re here to make sure you’re comfortable with using the platform. Once you’re up and running, you’ll be put in touch with your team of customer service professionals. They’ll take ownership of cases you send us, and will help with any queries you have.

What our customers say

We work in partnership with you and your business, so you can be confident you’ll always be supported. Here’s what some of our customers say about working with us: 

We listen and use your feedback to improve

“Dialogue at our adviser boards, user panels, and numerous onsite visits shaped the focus for our service improvements and new team structure. We plan to continue to work alongside advisers, para-planners and admin teams to understand practical service challenges first hand.

This approach means we’ve tested, learned and gradually improved over time. However, we must maintain a high level of two-way communication, and a sharing ethos, to continue to develop and improve, as we move into the next phase of the operating model improvements.”

Heather Curtis, Head of Platform Customer Experience, M&G Wealth

Working with us

If you'd like to find out more about working with M&G Wealth, get in touch.

Contact us

News and Views

We always champion great financial advice. Read more about the topics that we've found interesting lately.

News and views

Meet the teams

We know service matters to you. We're here to help, wherever you are in your journey of working with us. 

Meet our teams