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How to talk to an adviser

Getting advice

We can’t offer you any advice online about which products would be the best match for you. For that, you need to talk to an adviser.

A financial adviser will talk to you about your personal circumstances, from your current financial position to your hopes and dreams for the future. They will ask you for details of any savings and investments you already have.

Once they’ve got the full picture, they’ll be able to look at the range of products available from a variety of financial services companies and tell you which ones are the most suitable for you.

Where to find an adviser

Already have an adviser?

If you already have a financial adviser, they should be your first port of call.

As your adviser will already be familiar with your financial circumstances, you may find it easier to talk to them.

Find a local adviser

Visit to find a financial adviser in your local area.

They will be able to offer advice on products offered by us and other providers.

Talking to an adviser? Use our checklist.

We have a checklist of topics that we think you should cover when you talk to a financial adviser.

Adviser discussion checklist (PDF 146KB)

WC02218 01/2014