Want to know more about financial advice?

What is it, is it for me?
Whatever your stage in life, our financial advisers are here to help.

Book your financial review today

If you don’t already have a financial adviser, we can help. Book a no-obligation financial review with one of our advisers in your area.

We offer restricted advice.

Book an appointment


Prudential Financial Planning Limited

Do you need advice?

Financial advice is something that could benefit almost anyone – no matter how much money you have.

With more freedom and flexibility to do exactly what you want with your pension, you now face what may seem like a maze of options. That’s why it’s important you get advice.

And in times of uncertainty, it’s more important than ever to talk to a professional about your money - that’s why we’re here to help.

We can help you understand how much money you have in your pensions and investments and make sense of the options you have. You may be unsure about how much cash you can take from your pension as tax-free or you may be considering the best way to take your money. Or you might just want to make your money work harder. We can help you with your questions and advise how you can make the most of the options available to you.

What can we help you with?

Typical questions asked by other customers are;

  • bullet Could I make my savings work harder?
  • bullet When is the best time to start taking money from my pension?
  • bullet Is there an impact on delaying taking my pension money?
  • bullet What options do I now have?
  • bullet How much tax would I pay on any withdrawals?
  • bullet How exactly do I pass my pension on to my children?
  • bullet Can I take my pension money and continue to work?

Given this is the most important decision you are likely to make, talking through your options with a financial adviser will give you comfort knowing you’ve given this the attention it deserves.

And you can talk to us either by video, over the phone, or it might be possible to meet you safely at home – we’ll confirm your options when we call you.

More about our services

Or call us on 0800 434 6630 to book a financial review

Your online Client Hub – login

The online Client Hub is your secure, personal space where you can access the documents and tools you need for our financial advice service.

You’ll receive your unique login details from your adviser when you book a financial review.

If you need any help accessing the Hub, please call us on 0800 085 7683 Monday to Friday 9am to 5pm.

Login to your Client Hub 

Where can I learn more?

Find an independent financial adviser in your area to help you in your future pension planning.

Visit
www.unbiased.co.uk
and enter your postcode.

 

We recommend you use Pension Wise, a free impartial guidance service from the government to help you understand your options at retirement.

Visit pensionwise.gov.uk or call 0300 330 1001 to book a phone or face-to-face appointment.

Visit the www.hmrc.gov.uk to get information on tax rules and legislation which may affect you if you have a pension plan or are looking to access your options.

 

 

If you need access to financial advice but you are resident in the EEA and don’t have a financial adviser, you can e-mail or call us, details can be found on our contact page. Prudential has links with organisations within the EEA that might be able to help.