Contact a financial adviser

Talk to a Prudential adviser - The Man from the Pru

In the current period of uncertainty, are you sure of the best options for your money? We can review your retirement plans, advise on where to save money and help make your finances more tax efficient.

Arrange your financial review meeting

Advice from Prudential Financial Planning

Whether you are already enjoying retirement, plan to retire soon, still have some way to go, or are simply looking at different investment options The Man from the Pru can help.

A personal financial review provides an opportunity for a qualified financial planning adviser to review your current situation and make recommendations on how to achieve your future financial goals - all from the comfort of your home (or wherever you prefer to meet).

Our advice is built around you and can be broadly categorised into four stages:

Our advice is tailored to meet each of our clients' individual requirements. We do this by taking time to understand what is important to you now and your plans for the future. We will then get an in depth view of your current financial situtation and start to identify the areas we can help with.

We will discuss your financial needs, assess the level of risk you are able and willing to take and start to formulate our recommendations to help achieve your financial goals.

Your adviser will provide you with a financial plan including our recommendations on how to meet your financial needs and objectives. We will discuss this with you and answer any questions you may have.

At this stage you won’t be under any obligation whatsoever to do anything else. However, if you are happy to proceed with our recommendations, your adviser will also set up your plan for you.

Set-up your review meeting

Set-up your review meeting

If you don't already have a financial adviser, arrange a meeting with The Man from the Pru by completing our online form below. You can also call us on 0800 434 6630 between 9am to 5pm Monday to Friday.

Search for a financial adviser on unbiased.co.uk 

Visit unbiased.co.uk to search for an independent financial adviser in your area. Unbiased gives you access to a wide range of qualified independent financial advisers who can give you advice on any financial matter. 

How we use your information 

Prudential will use your details to arrange a suitable date and time for an appointment with a financial adviser. We may contact you to check that you have received this information and to see whether you have any questions about its content. 

It may be necessary, for the above purposes, to transfer your information to countries that provide a different level of data protection from the UK. Where this is the case we will ensure your data is kept secure. 

‘Prudential’ is a trading name of Prudential Financial Planning Limited. Prudential Financial Planning Limited is registered in England and Wales. Registered office at Laurence Pountney Hill, London EC4R 0HH. Registered number 5739054. Authorised and regulated by the Financial Conduct Authority.

What our clients say*

 
I found our adviser very friendly and easy to talk to. Most of all she explained everything and kept it simple. I would recommend her to my friends and family.
 
I found my adviser to be professional, thorough and approachable, taking the time to respond to my questions in detail and in accessible terms.
 

*Testimonials from Prudential Financial Planning customers, collated between January & February 2017.