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Personal Financial Advice Service

Expert advice from our Personal Financial Advice Service can help you to plan for the future with confidence

Our Personal Financial Advice Service

Thinking about what to do with your money, or simply need help to manage your investments? Expert advice could help you get greater control of your finances so you can make the most of your money.

You are eligible for financial advice if you have:

  • At least £100,000 of savings, investments and personal pensions, or, 
  • A sole annual income of at least £100,000.
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What are the benefits?

  • Advice on your investments
  • Help with retirement and estate planning
  • Guidance on how to pass on your wealth
  • Protection for you and your family
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How do I get started?

Arrange an appointment online or over the phone. Please note eligibility criteria applies. We won’t charge you for your first appointment or ask you to take any of our products or services if you don’t want to. There will be fees and charges for any advice or services subsequently provided.

Book an appointment

Call us on 0345 366 2725

Lines are open Monday to Friday from 09:00 to 17:00 (Tuesday and Thursday until 19:00) and Saturday from 09:00 to 13:00 excluding Bank Holidays. Please note calls may be monitored and recorded. Call costs may vary depending on your service provider.

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What happens next?

During your first meeting over the phone, we’ll discuss your individual circumstances and future financial aspirations.

You’ll learn about products and services that could match your goals. In your next meeting, we’ll start to create a plan that works for you.

We’ll also run through fees and charges, though there won’t be a charge for the first meeting.

The meeting will last between 60 and 90 minutes.

Need some more help?

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Tools and guidance

We’ve designed some useful tools and calculators to guide you through the decisions you make.

Try our tools and calculators

You can also visit the Money Advice Service website for tips and advice on all your financial matters.

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If you are not eligible or financial advice is not right for you now?

Don’t worry, our free Personal Financial Review can help you to manage your money.

Get tips on planning for life events, and saving for your children’s future.

Take our Personal Financial Review