Thinking about financial advice? The Customer Wealth Engagement Team are on hand to ask some simple questions about your finances and goals, and put you in touch with an adviser if advice is right for you. Just fill in the form below and someone will contact you within five working days.
Things to consider before you book:
- If you already have a financial adviser, it may be best to speak to them first.
- You can also find a regulated financial adviser through MoneyHelper.
- If you have £300k or more in pensions or investments, our team can help you understand whether Aviva Financial Advice is suitable for you.
- Your first call is a no‑obligation conversation with the Customer Wealth Engagement Team. If advice is suitable, the team will introduce you to an adviser, who will explain any charges before you decide to go ahead.
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 and Wales 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.