Aviva Financial Advice

Prepare for tomorrow with an expert by your side today

  • Understand your financial needs with help from qualified advisers
  • Get a personal financial plan built around your goals
  • Start with a free no-obligation chat to see how an adviser can help

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 £75,000 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.

How we can help if your savings pot is under £75,000

Types of financial advice an Aviva Financial Adviser can offer

Meet Caroline, one of the financial advice experts

Getting financial advice from someone like Caroline 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:

  1. Book a free chat with the team to find out whether financial advice is right for you. And there’s no need to make a decision there and then.
  2. Work with a financial adviser like Caroline to build a plan around your future. And the cost of financial advice could be taken from your investment or pension pot.
Photo of our Aviva Financial Advice expert, Caroline

Financial advice articles

Ways we can help you with your financial future

If your savings are less than £75,000, we're still here to help. Discover how you can make the most of your savings.

Financial advice FAQs

What are the benefits of financial advice?

How much does Aviva financial advice cost?

What is tax relief?

See all financial advice FAQs "View all frequently asked questions relating to financial advice"

Useful information

Take a look at some other sources of help and guidance.

Get in touch

Get in touch to arrange an appointment. The team will look at your situation and let you know if financial advice is right for you.

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.