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