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;
- Regular face to face reviews with a fully qualified Adviser to discuss your specific financial goals, attitude to risk and income requirements
- Simple and competitive pricing with no hidden charges.
- A quarterly newsletter to keep you informed with expert views on interest rates, stock markets and topical items such as budgets and tax changes, for example.
- A UK based helpline with direct access to qualified staff who will aim to answer your call within 20 seconds.