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A face-to-face financial
review with the
'Man from the Pru'

Financial Advice from Prudential Financial Planning

Prudential Financial Planning offers a professional face-to-face advice service. Our financial advisers can review your finances and give advice on your retirement plans, help to grow your savings and make your finances more tax efficient.

We are backed by the financial strength and credibility of Prudential, which has been providing financial security for over 165 years.

Prudential Financial Planning advisers are qualified and experienced in financial planning and can advise on a range of carefully selected products from Prudential and other providers. This is known as a restricted advice service.

We're here to help answer any questions you may have such as:

  • Should I be doing anything as a result of the recent pension and ISA changes?
  • How much of my pension pot can I take before it's taxed?
  • Should I still buy an annuity?
  • Can I make my savings more tax efficient?
  • How much income can I get from my pension?

We believe these things are better discussed face-to-face, in the comfort of your own home or wherever you prefer. And of course there's no obligation to go forward with any of our recommendations.

If you don't already have a financial adviser, simply fill in the form on the right or call us on 0800 434 6630 (Mon-Fri 9am-5pm) to register for your personal financial review. Then relax as we do the hard work for you.

Alternatively, you can search unbiased for other financial advisers.

Set up your financial review

Please add your details below and one of our advisers will call to arrange your financial review at a time and place convenient for you.
First Name
Property number/name
Phone number
Preferred contact time
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What does our service mean to our clients?

"The meeting was most beneficial because it rekindled my knowledge of why I had started my pension plan with the Pru in the first place and as a result of the meeting, I have committed to making monthly contributions again until I am 70.

As a businessman, I am not easily persuaded by people and I don't like pushiness. I was very impressed with the way the adviser presented himself. There was no pushiness, he was positive, informative and reassuring throughout.

His opening statement was that if there was anything at all I didn't want to speak about, I should make him aware of it, so I immediately felt at ease with him. He seemed to fit in with the furniture and he felt like someone I had known for a long time.

He gave a brief resume of what he had done before, his background and the way he was positioned with the Pru. After his introduction, I felt easier about speaking to him. He said it was better for the client to do 75 per cent of the talking. He was very polite and not intrusive at all.

It is far better to meet someone in the comfort of your own home to discuss your financial affairs and to have the face-to-face contact with a real person, rather than having to click on a website. This visit led us to re-visiting our pensions.

I have been in business for 20 years and when I talk to banks and other financial services companies, I always find it far more comforting to be able to put a face to a name, rather than having to go onto a website. I value the face to-face contact. You get far more honesty than going onto a website and being told that your submission has been accepted. Face-to-face contact delivers far greater confidence.

You cannot create the confidence on a website that you can achieve from a face-to-face meeting, where you can see the attitudes that people adopt if they are lying, not trustworthy or lack confidence."

© Prudential 2016