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 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.

Learn about investments

Whatever stage you’re at with investing, our articles could help you work out whether advice is for you.

Frequently asked questions

Am I invested in the right funds? Show more Show less

Everyone’s financial goals are different, and it can be hard to choose what investment funds are right for you. Your adviser will look at your situation and help you decide which funds might work best for you. Or we’ve got lots of tools and calculators to help you manage your money on your own.

How can I start investing? Show more Show less

Anyone can start investing. You can start with a small amount of money, depending on the type of investment product you go for. If you’re wondering how to start investing, then an adviser could help you with your investment planning.

Why have my funds dropped in value? Show more Show less

With any investment funds, the value of them can rise and fall at any time. This is caused by the type of funds you’re invested in. For company shares, these are linked to the performance of the stock market, which can go through periods of volatility. With fixed income assets such as bonds, these carry interest rate risk. This means the price of these assets might fall when interest rates go up.

Investment advice could help balance your portfolio across different types of funds, and help you navigate market volatility.

What value will my investments have in the future? Show more Show less

It’s impossible to say how your investments will do in the long run, because they’re so dependent on things like market changes and inflation. Your financial adviser will help you plan for the future. You can also use our investment calculator to help you get a rough picture of how things might look.

Will I have to pay Capital Gains Tax? Show more Show less

You can always ask your financial adviser if you’re unsure about capital gains tax. They’ll be able to help you work out whether you have anything to pay. If you're trading or selling any of your investments outside of a tax-efficient wrapper, such as an ISA, you might have to pay Capital Gains Tax. Use our Capital Gains Tax calculator to help you work out whether you’ll need to pay anything.

What are my options?

How can I get financial advice?

f 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.

Give us a call icon Give us a call

Get in touch with us on 0800 092 3107.


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. 

Learn about investing

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

Discover MoneyHelper

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