Aviva Investment Advice

Stay in control of your money with investment advice

You can get our expert, personalised advice if you have £300,000 or more in total across all your pension and investment savings.

Understand the level of risk first: Investing offers the potential for better returns than cash savings over the long term (5+ years), but there are risks. The value of your investments can go down as well as up, and you may get back less than you’ve paid in. 

Tax benefits are based on personal circumstances and are subject to change. 

Why investment advice?

Getting investment advice could help you align where your money is now with where you want to get to in the future. It can make managing your investments simpler, from working out your risk appetite to navigating changes in the market.

Stay in control of your money

Make confident choices when it comes to your investments with financial advice. We'll help you manage risks so your money can continue to grow.

A balanced portfolio that works for you

Your adviser will work with you to tailor your investments to your life stage and your goals, keeping your portfolio balanced.

Get a clear roadmap for your future

Knowing what to do next with your investments isn’t always easy. But with Aviva Financial Advice, you can make informed choices with a company you trust.

Why choose an Aviva financial adviser?

If you’re looking for investment advice you can trust, we’re here to help. Here’s just some of the reasons to choose Aviva Financial Advice.

You get simple and clear fees from the start. We’ll never hide any charges from you – what you see is what you get.

Aviva Financial Advice has advisers based all over the UK, so you can meet them in person, over the phone or online. We’ll do whatever works best for you.

As part of the Aviva group, you're backed by a trusted name. We've got deep roots in financial services and a long-standing commitment to customer wellbeing.

None of our advisers work on commission for investment advice – their focus is on giving best advice rather than selling products.

Work out which direction to take

It can be hard to know whether to go ahead with financial advice, especially when there are costs involved. Our advisers offer a no-obligation, no-cost chat to help you decide. Or, we’ve got other tools available to help you work out what to do next.

Find a path to financial confidence icon Find a path to financial confidence

Stuck on where to go next for help with your finances? Use the Aviva Wealth Compass to help you figure out your next steps.

Get started "Go to the Aviva Wealth Compass"

Get our guide to financial advice icon Get our guide to financial advice

See how our financial advisers can help you in more detail, from planning your future to when you're nearing retirement.

Download our guide "Download our guide"

Frequently asked questions

Am I invested in the right funds?

How can I start investing?

Why have my funds dropped in value?

What value will my investments have in the future?

Will I have to pay Capital Gains Tax?

Read all our advice FAQs

What are my options?

How can I get financial advice?

If you already have a financial adviser, you may wish to consult them. Or if you're looking for a financial adviser, you can find a list of regulated financial advisers at MoneyHelper. If you have £300,000 or more in total across all your pensions and investment savings, then get in touch with us.

Arrange a call back icon Arrange a call back

Request a call with one of the team at a time that works for you.

Arrange a call "Arrange a call"

Give us a call icon Give us a call

Get in touch with us on 0800 096 5108.


We're available Monday to Friday, 9:00am to 5:00pm.

What if I'm not ready to get advice?

If you don't have £300,000 or more in total across your pension and investment savings, or you're not sure financial advice is for you, don’t worry. We’ve got lots of helpful guides, tools and other information to help you manage your money.

Explore our investment products

We’ve got investment products to suit everyone - from pensions to ISAs. 

Invest with Aviva "Invest with Aviva"

Learn about investing

Invest with confidence with the help from our expert articles and handy calculators.

Read our guides "Read our guides"

Discover MoneyHelper

MoneyHelper is a government-founded service that provides guidance on managing your money.

Visit MoneyHelper "Visit MoneyHelper"