Saga Financial Planning Service

The Saga Financial Planning Service provided by my wealth, offers you a simple and straightforward way of ensuring your savings and investments are working hard to achieve your financial objectives.

As a Saga Financial Planning Service customer you will benefit from;

  • Free initial investments review presented in a written report
  • Access to a bespoke investment management service with specially discounted fees for Saga customers
  • Regular face to face reviews with a fully qualified Adviser
  • A quarterly newsletter with expert views on interest rates, stock markets and topical items
  • A UK based helpline. 

See below for more information

0800 206 1820NewslettersEmail enquiriesDownload Guide

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9.00am - 5.00pm Monday to Friday

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Saga Financial Planning Service

All investments can fall as well as rise and you may get back less than you initially invested.

Ensuring your finances are in order can be a tedious and often worrying process. The Saga Financial Planning Service will provide you with practical advice and guidance on retirement planning and investing for the future. To find out more, please use the links below. The Saga Financial Planning Service is provided by my wealth.

The Saga Financial Planning Service is provided by my wealth. my wealth and WEALTH at work are trading names of Wealth at Work Limited, which is authorised and regulated  by the Financial Conduct Authority and is a member of the Wealth at Work group of companies. Registered in England and Wales No. 05225819. Registered Office: 5 Temple Square, Temple Street, Liverpool L2 5RH. Saga Personal Finance, a trading name of Acromas Financial Services Limited, is responsible solely for the promotion and introduction of eligible customers to the Saga Financial Planning Service. Telephone calls may be recorded and monitored for operational and training purposes.