Financial Advice
Our independent advisers can help you navigate financial planning with the knowledge and confidence to make the right decisions
What is financial advice?
Financial advice is where an expert regulated adviser gives you recommendations tailored to your individual circumstances, goals and financial situation.
You’ll stay in complete control. It’s up to you whether or not you take their advice. But they’ll make clear recommendations and help you understand why they think they’re the right thing to do.
Over 14,000 companies trust our independent advisers to provide financial advice to their employees. All our advisers are fully qualified and regulated, so you can be confident you’re always in safe hands.
Can our advisers help you?
Our advisers offer personalised financial advice as a paid-for service. That can be very helpful if you:
- want to fully understand your financial options, now or in the future
- have complicated questions or just want to understand the basics
- want to be sure that you’re making the most of what you have
Retirement might be round the corner, or decades away. Financial advice can keep your retirement goals on track, or help you start taking an income.
Book your free consultation here
Get peace of mind for your future, with a free telephone consultation to get to know you. It only takes about 15 minutes, and you'll need to have at least £50,000 in your pension pot.
0800 029 3036
Our team is available between 9am and 5pm, Monday to Friday. Calls may be monitored and recorded.
Or if you prefer, we'll call you:
Benefits of financial advice
Our experts provide personalised, impartial advice to make sure you:
The two types of advice we offer
We can help with retirement saving and planning, and general savings and investment advice. You can choose either or both, depending on your needs.
Retirement & pension planning advice
This can help you at any point in your lifelong retirement saving and planning journey. It helps you understand how to save enough for your ideal retirement and what to do when you get there.
General savings & investment advice
This helps you shape a long-term savings and investment strategy that suits your goals and needs. It’s about making the most of your money in a way that reflects who you are.
Meet our advice team
Need some help?
Making well-informed decisions about how to finance your retirement is important so it’s worth shopping around and using available guidance and advice, before you buy:
Retirement guidance
Pension Wise from MoneyHelper
You can get guidance from the government's free and impartial service to help make your money and pension choices clearer.
The availability of appointments can vary between a few days and several weeks, so if you need guidance, it's a good idea to book an appointment slot now:
0800 138 3944
Monday to Friday 9am to 5pm.
Calls may be recorded and monitored.
Speak with us
Our colleagues in Cardiff are always happy to answer your questions or help you apply for a quote.
0800 048 2446
Monday to Friday 9am to 5pm.
We may record and monitor calls.
Retirement advice
Retirement Advice Service from Legal & General
Our advisers are experts in retirement regulated by the Financial Conduct Authority, so you can trust them to provide impartial advice and a personal recommendation that’s right for you.
0800 029 3036
Monday to Friday, 9am - 5pm.
Calls may be monitored and recorded.