Investment advice
You’ve worked hard – let’s make your money work harder
- 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
- Diversification – keeping your eggs spread across different baskets helps to reduce your risk and set you on the path towards stable, long-term growth.
- Market insights – advisers use experience, expertise, and research to make informed decisions about the market, leading to better investments
Why get investment advice?
There are so many saving and investment options out there – it can end up confusing and overwhelming.
If your investments are worth £75,000 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
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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
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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
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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
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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 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
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?
Get in touch
Reach out to the team to arrange a chat or book a time for a call back.
Investment articles
Read up on our impartial help articles.
What is Capital Gains Tax?
Selling something of value? You could have tax to pay. Our guide can help clear things up.
Understanding lower risk investments
Choosing investments at the right risk level for you.
What is a stocks and shares ISA?
A stocks & shares ISA has a tax efficient wrapper that is put around your investments, so investment growth earned within this ISA is tax-free.
What is pound cost averaging?
If you have a lump sum of money to invest, it can be hard to know where to start – and even harder to work up the courage to actually part with your cash.
How to read a fund factsheet
What to focus on when you’re looking at a fund factsheet, even if you’ve only got 5 minutes.
Should I save, or pay off debt?
Saving money may seem like the sensible thing to do – but if you have debt, it may not be your best option.
Learn about tax year end
Take the time to give your finances a spring clean before tax year end.
Ways to save money for your children
Find out the difference between opening Junior ISAs and using your own ISA allowance.
What is investing?
Find out how you could make your money work smarter with our easy-to-understand guide.
Investing in funds: the basics
Thinking of investing? Here’s what you need to know about funds
Am I financially ready to invest?
You might think you don’t have enough money to start investing, but you may be closer than you think.
How to make the most of your investments
Explore six things we think every investor should be doing.
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.