Financial Advice

If you’re looking for help with your long-term goals, our team of financial advisers is here to review your plans and offer tailored recommendations.

Trusted and clear advice with no pressure to act

Just like thousands of our customers, you might find discussing your future with one of our experts provides you with the answers you’re looking for. Our friendly and open approach is focused on taking the time to get to know you and to understand what matters in your world, so we can offer personalised advice.

We can review your current savings, investments and your pension plans – so you can see if they’re likely to give you what you’ll need. We’ve a wealth of experience helping customers like you make plans towards achieving their aspirations.

Your adviser’s recommendations are based on selecting suitable options from a panel of funds, which are carefully researched by our technical team. We select funds from across the market, to help you make wise decisions for your money.

For added peace of mind, you can go into this knowing there’s no pressure to accept our advice. We want you to feel happy you’re doing the right thing for you and your family’s future, so we won't push you into investing.

94% of our financial
advice customers*
would recommend us to friends and family. Isn't it time to review your plans?

*Source: 3,403 customers surveyed March 2012 – April 2017

Investment Planning

Investment Planning

Whether you’ve never invested before or have plenty of experience, we can help you plan your life ahead.

Inhertiance tax Planning

Inheritance Tax Planning

Hard-working families will pay over £5 billion in inheritance tax this year, but we can help plan your legacy.

Retirement Planning

Retirement Planning

A happy and contented retirement takes years of careful planning; we’re here to help you prepare.

Knowledge Centre

Knowledge Centre

Read our latest market insights and financial planning articles, to help you consider your investment, retirement and inheritance tax needs.

In-depth Research

Our advisers work closely with our technical research team to help you make wise decisions with your money.

Life Goals Tool

Life Goals Tool

Our interactive Life Goals Tool allows you to gain an initial idea of if you’re on track to achieve your goals – and the potential impact of making changes to your arrangements.

 

Our recommendations are likely to include stock market-linked investments. These aren’t like building society savings accounts, as your capital is at risk and you may get back less than you invest. The value of your investments and any income from them may fall as well as rise.

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