Our Advice Service

The following is the process that a typical appointment would follow:

• Needs analysis to understand what you want in life.
• 'Fact-finding' to understand your current financial situation.
• 'Risk analysis' to find out what level of risk you are willing to take.
• Introduction to products that may be relevant for you.

Make an appointment

Should I prepare anything for the appointment?

This isn't essential, but you could help your adviser by preparing the following information:

• Your total income.
• Your total outgoings (bills, rent, mortgage, utilities etc).
• Information on any pensions or investments that you currently hold.

Make an appointment

Next Steps

• Make an appointment online to see an adviser.
• Call 0800 11 33 33 to discuss your needs.
• Find a local branch and pop in to see us.