Find a clearer path to your financial future
Saving for tomorrow comes in many shapes and sizes. But the right planning can make your pensions and investments work harder towards the goals you set, whether you're just putting money aside or building carefully towards the retirement you want. Aviva Financial Advice experts can help sharpen up your plans, either as a one-off or on an ongoing basis, and you don't need to be a customer with us already.
If you've got pensions or investments worth £150,000 or more, a financial adviser can build a personalised financial plan for you using products from Aviva and other carefully selected investment partners.
There's no cost for an initial, no obligation, chat to make sure Aviva Financial Advice services are right for you. If you wish to proceed, an adviser will explain about advice fees.
Types of financial advice an Aviva Financial Adviser can offer
Pension advice
Need expert help with managing your pension(s) and planning for the retirement you want? Learn how Aviva Financial Advice can offer you personalised recommendations.
Investment advice
You work hard for your money, so it’s important it works hard for you too. Find out how Aviva Financial Advice can help you achieve your investment goals.
Defined Benefit Advice
Make the most of your defined benefit pension.
Meet Sophia, one of the financial advice experts
Getting financial advice from someone like Sophia helps you plan for the future you pictured. They'll do the tricky stuff for you by understanding what you currently have and your longer-term goals to create a personalised plan for you and your family.
It starts with a 30-minute chat that could shape your next 30 years. Here's how it works:
You can meet with an adviser on the phone or face to face – find out more about getting financial advice near you here.
Financial advice articles
Helping you with estate planning
Find your way around tricky estate planning words and where to begin with our guide.
Types of Investments
The landscape for types of investments is broad, and can be complex. Learn more about investing options including bonds, funds, shares and more here. Capital at risk.
Inheritance tax – what it is and how it works
From thresholds and allowances to rates, exemptions and gifts; our simple guide will help you get to grips with inheritance tax.
Retirement planning when you're single
Single people might have to plan earlier – and smarter – to afford the retirement of their dreams.
Higher rate pension tax relief
Discover the ins and outs of higher rate pension tax relief. From how it works, to how to claim it, we've got you covered.
Advance Care Planning
Find out about advance care planning and why you should be doing it.
Defined benefit (DB) pensions versus defined contribution (DC) pensions
Most defined benefit plans are funded by employers, whereas employees make contributions to defined contribution plan to grow their pension pot.
Pensions and divorce
Divorce can be costly and may affect your pension. Find out how to protect your wealth and what your pension options could be on divorce.
A guide to an early retirement
Dream your early retirement lifestyle goals and find the steps to reach them with our guide.
A guide to investment strategies
Investment strategies are principles used to guide investment decisions. The guide covers some strategies that investors use to reach their investment goals.
What is a defined benefit pension?
Find out about defined benefit pensions, their pros and cons, and if it’s possible to transfer to a defined contribution scheme
Financial advice costs explained
Financial advice costs
How to make a financial plan
Learning how to budget and save can make paying for milestones and your retirement that much easier
10 common investing mistakes to avoid
Spot and sidestep these traps and trip-ups, to give your money its best chance to grow.
What you need to know about defined benefit transfers
If you have a defined benefit pension, you may be able to transfer into another type of pension.
Tax on dividend income and capital growth
Find out how to make the best use of your investments by understanding how tax on dividend income and capital growth works.
Ways we can help you with your financial future
If your savings are less than £150,000, we're still here to help. Discover how you can make the most of your savings.
Simple investments and savings
Get to grips with straightforward ways to put money away for the future, including the basics of investing.
Personalise your pension plans
We’ve broken down your personal pension journey with practical, easy to digest online help and resources to guide you every step of the way.
Support with the cost of living
With the rising cost of living, we want our customers to feel supported. We've put together some practical tips and resources to help you stay on top of your finances.
Financial advice FAQs
What are the benefits of financial advice?
How much does Aviva financial advice cost?
What is tax relief?
Tools and calculators
Keep on top of your finances with these easy-to-use calculators.
Inheritance Tax
Work out how much Inheritance Tax may be due on your estate.
Capital Gains Tax
Understand Capital Gains Tax (CGT) and if you might have to pay it.
Pension calculator
Find out how long your money might last in retirement.
Investment calculator
See if investing your money could help you hit your financial targets.
Useful information
Take a look at some other sources of help and guidance.
Pension Wise
Pension Wise from MoneyHelper is a free, government-backed service, offering clear, impartial and specialist guidance on your retirement options. If you're aged 50 or over, this service is available to you. You can call them on 0800 138 3944 or visit Pension Wise for full details of the service.
MoneyHelper
MoneyHelper is a government-founded, independent service. For information on managing your money and pensions call 0800 011 3797 or visit MoneyHelper.
Get in touch
Do you have pension or investment savings worth £150,000 or more?
Get in touch with the Customer Wealth Engagement Team to arrange an appointment. They'll look at your situation and let you know if financial advice is right for you. If you decide to go ahead, they’ll arrange a meeting with an adviser.
Pension advice:
0800 092 3107
Monday to Friday: 9:00am - 5:00pm
Investment advice:
0800 046 8408
Monday to Friday: 9:00am - 5:00pm
Defined benefit advice:
0800 056 6532
Monday to Friday: 9:00am - 5:00pm
Or request a call back about financial advice
For our joint protection, telephone calls may be recorded and/or monitored and will be saved for a minimum of 5 years. Calls to 0800 numbers from UK landlines and mobiles are free. Our opening hours may be different depending on which team you need to speak to.
Aviva Financial Advice is a trading style of Succession Financial Management Limited, which is part of the Aviva group of companies and is authorised and regulated by the Financial Conduct Authority. Aviva Administration Limited acts as an introducer to Succession Financial Management Limited for financial advice. The financial advice services are provided by Succession Financial Management Limited, not Aviva Administration Limited.
Aviva Administration Limited is registered in England No. 03424940. Aviva, Wellington Row, York, YO90 1WR. Authorised and regulated by the Financial Conduct Authority. Firm Reference Number: 185746. Aviva Administration Limited and Succession Financial Management Limited are subsidiaries of Aviva Life Holdings UK Limited.