Financial Planning Service
How we can help
The Saga Financial Planning Service can help you if you are looking to maximise your investments over the medium to long term and have £50,000 or more in cash, investments or pensions to invest. Whether you want to review your existing portfolio, secure extra income in the future, make the most of your tax allowances or need pension advice, our expert advisers are here to help. Saga Financial Planning is fully independent – which means that we can recommend products from the whole market to find those suitable for you.
We can help you with:
Financial planning
Impartial, unbiased information and expert advice on all aspects of financial planning for your retirement, including family protection and tax-efficient management of your investments
Investments
Advice on managing your portfolio, transferring ISAs, investing in bonds/unit trusts
Retirement
We help you to get the right plans in place to secure a comfortable retirement – helping you secure the best income from your pension; advice on phasing your retirement with an annual income rather than buying an annuity
Planning for Later Life
Advice on protecting your wealth, estate and inheritance tax planning, paying for long-term care.
More information about our service
Your next step
Call us on 0800 096 9928 to book your free telephone consultation if your investable assets including cash, pensions and investments have a value of over £50,000. Like all independent financial advisers, we do make a charge for our advice. However we’ll tell you up front what it will cost, putting you in control with no nasty shocks. Alternatively, to request a call back please complete our online form.
Saga Financial Planning is a registered trading name of Saga Personal Finance Limited, which is authorised and regulated by the Financial Services Authority. Saga Personal Finance Ltd is registered in England and Wales (Company No.3023493) and is a wholly owned subsidiary of Saga Group Limited. Registered Office: Enbrook Park, Sandgate, Folkestone, Kent CT20 3SE.
Contact us on
0800 096 9928
to book your free initial consultation or
