Investment advice

You’ve worked hard – let’s make your money work harder

If you've got pension or investment savings of £150,000 or more, get in touch on 0800 046 8408

  • Your investments, your way – Aviva Financial Advice will find opportunities to help make the most of your investments that take into account not only your financial goals, but how and when you’d like to achieve them
  • Market insights – financial advisers use experience, expertise, and research to make informed decisions about the market, leading to the potential for better investments
  • Diversification – keeping your eggs spread across different baskets helps to reduce your risk and set you on the path towards stable, long-term growth

Why get investment advice?

There are so many saving and investment options out there – it can end up confusing and overwhelming.

If your pension or investment savings are worth £150,000 or more, Aviva Financial Advice can help you navigate through your options and put together a personalised recommendation based on your investment goals – so you can make sure your money works as hard as you do.

The financial advice team are here for everyone – you don’t need to be an Aviva customer. Your adviser will tailor an investment plan just for you, covering everything from cash savings to stocks and shares. You’ll stay firmly in control of your investments, with your adviser’s support and guidance.

Investing today could help you meet your long-term goals. But all investments involve risk – the value may fall as well as rise, so you could get back less than you put in.

The benefits of investment advice

  • This time it’s personal

    Your adviser will create a personalised plan just for you, moulded out of your investment goals. You can explore loads of funds, including ethical and sustainable investments

  • Get comfy

    You’re in control of your investments – your adviser will help make sure they match the level of risk that you’re comfortable with

  • Talk before you walk

    You can arrange a chat with an adviser to explore what services are on offer. It won’t cost you anything and there’s no obligation for you to move forward

More from Aviva Financial Advice

Make the most of your money

If your investments are worth less than £150,000, there are still lots of ways to make your money work so hard for you that it sweats. Aviva Financial Advice experts have put together guides and tips and gathered them all in one place.

Browse the investment advice library

Why Aviva Financial Advice?

  • The fees are simple and clear. You’ll know exactly how much you’ll pay with no shocks and surprises along the way.
  • You can chat with an adviser online, over the phone, or in person – whichever way works best for you.
  • Your investment plan will be tailored just for you and your needs - They will understand your attitude to investment risk and the goals and dreams you have for your retirement before they put your plan together.
  • The advisers are salaried, not paid on commission – the only thing they care about is delivering the best quality advice.
  • With the ongoing advice service, you can keep on top of things by opting into monthly update packs.

How to get started

  1. Get in touch
    If your pension or investment savings are worth £150,000 or more, get in touch to set up a meeting. You can book a time for the team to call you back or give them a buzz.0800 046 8408
    Monday to Friday: 9am - 5pm
    Weekends and bank holidays: Closed

    Book a call back
  2. Talk to the team
    This initial chat is free and won’t be classed as financial advice. The team will ask some simple questions to assess your finances and goals – if financial advice is right for you, you'll be put in touch with an adviser. 
  3. Meet your adviser
    Your first meeting with an adviser is also free. If you’d like to continue and get them to create a personalised financial plan, all charges will be explained up front before you proceed.
Person on the phone

How much does investment advice cost?

There’s no charge for your first meeting with your adviser – it’s completely free. Once you’ve discussed your financial goals, you can decide together whether advice would help you achieve them.

Your adviser will also be upfront and clear about fees from the start, so you can make an informed decision about whether you’d like to proceed with advice. If you do decide that you'd like a personalised plan, you’ll then be asked to sign a Letter of Engagement.

The Aviva Financial Advice approach, and fees, are tailored to your specific circumstances and goals – and they’ll always be explained in detail before any work begins. 

Investment advice FAQs

Am I invested in the right funds?

Why have my funds dropped in value?

See all of financial advice FAQs

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Get in touch

If your pension or investment savings are worth £150,000 or more, reach out to the team to arrange a chat or book a time for a call back.

Book a call back Find an adviser near you

0800 046 8408

Monday to Friday: 9:00am - 5:00pm

Weekends and bank holidays: Closed

Two people chatting in office

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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.