Welcome to M&G Wealth Advice

We believe it’s important that everyone has access to the financial advice they need, when they need it, and from an adviser they can trust.

Why don’t people take advice?

For something as important as your money, having trust in the person giving the advice, as well as the company behind them, is critical. And that’s why we’ve been recommended to you. Your friend, family or colleague has had a positive experience with us and one of our financial advisers, and they think you could benefit from talking to them, too.

Is financial advice for me?

Looking for tax-efficient ways to improving your tax position?

Want to make your investments work that little bit harder?

Had different jobs and now have multiple pension pots you want to look into combining?

Have a family to provide for, so need to consider protection or intergenerational planning?

Whatever your circumstances and needs, financial advice is something that could benefit almost everyone. It’s about improving financial wellbeing, from a long-term plan to help you manage your money through life’s ups and downs, to added confidence in your future and of course, peace of mind.

Our advisers appreciate that, like every individual, financial goals and plans are unique, so they’ll work with you to understand yours and develop a plan to work towards achieving them.

Meet with an adviser

Financial advice has the potential to change your life, for the better. So whether you’re looking to grow your savings, take your money, or thinking about combining your pensions, or simply have a question, get in touch.

We believe less can definitely be more. So the advice recommendations our advisers make are from a carefully selected range of products and funds. Using a focused and controlled approach allows them to develop an in-depth knowledge of the products, so they can safely and confidently recommend a solution that’s right for you. This is known as restricted advice.

Your first meeting won't cost you a penny, and of course, there's no obligation to go forward with any of our recommendations. Continuing with a recommendation will incur a cost.

Complete the form below to meet with an adviser

First Name*

Last Name *

Email Address*

Postcode*

Phone Number*

Please let us know who recommended you to us, so that we can thank them

Referrer's Full Name*

Referrer's Email Address

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. For a copy of M&G Wealth Advice Limited's latest Data Protection Notice, please click the link below.

https://www.mandgwealth.com/mydata

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.

“M&G Wealth Advice” is a trading name of M&G Wealth Advice Limited which 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.