Book an appointment

If you don't already have an adviser, simply complete our online form. One of our advisers will call you back to arrange your no obligation financial review meeting. And if you hold any plans with us, we will give the adviser details, valuations and information on those plans so that they can have an informed conversation with you.

*All fields are mandatory. Your details will only be used to arrange a financial review.

First Name is mandatory
Surname is mandatory
Postcode is mandatory
Phone number is mandatory

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

Sorry, we can't tell you how much state pension you'll get, or advise you on any existing annuities you have.

How we use your personal information

We will use your details to arrange a suitable date and time for an appointment with a Financial Adviser. If you’re a current Prudential policyholder, you can find a copy of our latest Data Protection Notice at If you don’t have a policy with us, you can find your data protection notice at This gives further information about how and why we use your personal information (including any sensitive personal information), who we may share it with and your rights around your personal information. Alternatively, you can request a hard copy to be sent to you by writing to The Data Protection Officer, Customer Service Centre, Lancing BN15 8GB.

Please note that we collect personal information from you that is necessary for us to either provide you with the product or service you’ve requested or to comply with statutory or contractual requirements. Unfortunately if you don’t provide all of the information we require this may mean we are unable to provide our products and services to you.



Prudential”, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are all trading names of Prudential Financial Planning Limited. Prudential Financial Planning Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054. Authorised and regulated by the Financial Conduct Authority