Investment advice options
Expert guidance could help you make better financial decisions
Advice to help you take action
With thousands of investments and providers in the market, it’s hard to know where to put your money. Even experienced investors can be unsure about how and where to invest. This is why many people see the value in paying for financial advice.
A trusted financial adviser could help to increase your confidence, to help you feel supported. Their advice could help you to save time, reduce complexity and – perhaps most significantly – take action.
If, like many of us, you struggle with decision fatigue, seeking financial advice could be a great way to help you make a big decision. And by deciding how and where to invest your money, you could give your future self a well-deserved present.
Regulated advice that answers 3 key questions
we’ve designed a range of 3 investment advice services to help you make the most of your money.
Whether you take advice online, by phone or face-to-face, you’ll receive the same level of quality from us. All 3 services feature the expertise of our qualified advisers. And all 3 services are regulated – this means you can be confident that the recommendations we make will be suitable for your needs.
When you seek advice from us, we’ll take the time find out about your current situation and attitude to risk so we can answer these key questions:
- Should you invest?
We’ll help you work out if you’ve enough money saved in case of emergencies before you start to invest. - How much should you invest?
We’ll take a closer look at your finances to help you work out how much you can comfortably invest. - Where should you invest?
We’ll recommend the right investment for your risk profile.
Remember, the value of investments and any income they generate can go down as well as up, meaning you may not get back what you invest. Investing should be seen as a medium-to-long-term commitment so you should aim to invest for at least 5 years.
- We're here to help you. Find the answers and while you're at it, tell us how we could do better.
Services in our branches and contact centres are currently limited because of the coronavirus outbreak. Unfortunately we are unable to offer new products in branches or contact centres, or set up appointments at the moment.
If you’ve applied for a new account recently, please allow extra time for your application to be processed as the queues are longer than usual – no need to call us, we’ll let you know when it’s ready to use.
We’re also receiving far more calls than usual, so our wait times are longer. Please check the information on our dedicated coronavirus hub page, which is updated regularly. Please only call us if it’s urgent, so we can help those most in need.