A financial planner will give you a financial MOT to help you work out whether you are on track to reach your goals.
How does it work?
Financial planning involves an expert financial planner sitting down with you to establish what your goals are. Then, they will put a plan in place to achieve them.
Saga Investment Services has a team of financial planners around the country who can give you all the expert financial advice you need. Their advice will be highly personalised and they can meet you face to face or, if you prefer, they’ll give you a call. You can also call on 0800 033 4000.
What are the benefits?
- Saga Investment Services is powered by Tilney Bestinvest. Not only do you have the assurance of an established brand focused on customer care, Saga, you also have the technical expertise of Tilney Bestinvest, a company highly regarded in the investment and financial planning industry. Find out more about the financial planning service here.
- You can have a free initial consultation with one of the experts. After that, a fee will be agreed with you in writing at the outset, usually between 1% and 3% of the assets you are looking to invest with Saga Investment Services.
Saga Investment Services has a huge range of guides and factsheets that give you lots more information about the different topics you might face in your financial planning. Browse our free guides here.
- It’s quick and easy to find and speak to your nearest financial planner. Just find your local office here. You can also book your free initial consultation here or simply by calling 0800 033 4000
Frequently asked questions
Someone who gives financial advice must be registered with the Financial Conduct Authority (FCA) and hold a qualification that the FCA recognises. The FCA regulates financial services companies.
Paying for financial advice might not be for everyone, because if your financial life is simple and your knowledge covers everything you need day-to-day, you might not want expert help. But if you have a specific need a planner could come in handy – while it will cost you at the time, if you choose the right financial planner, in the long run it should more than pay for itself.
Although there are different names for these positions, they are all similar roles. Financial planning is often referred to as wealth management, wealth planning or financial advice. Investment advisers and investment managers are different however and provide paid-for advice on specific investments.