Understand more about financial advice

  • Get a more in-depth idea of what it’s all about
  • Learn about the costs of advice and the potential value it offers
  • Start thinking about your own financial plans

Be prepared for your financial advice journey

Knowing which direction to take with the money you’ve saved and invested over the years can be confusing. Having financial advice can point a clear way forward. But before you dip your toe in, take the time to understand what it is, how it works, and how much it costs. Our articles delve into different aspects of advice, to help decide if it could be right for you.

Inheritance tax – what it is and how it works

From thresholds and allowances to rates, exemptions and gifts; our simple guide will help you get to grips with inheritance tax.

Advance care planning

Find out more about advance care planning and whether it's right for you.

Helping you with estate planning

Find your way around tricky estate planning words and where to begin with some help from our guide.

Financial advice costs explained

Find out more about the different charges you may need to consider before taking financial advice.

What’s the difference between financial guidance and advice?

Explore the difference between advice and guidance, independent and restricted in our financial advice guide.

Request a call back

Discover more about financial advice by scheduling a free, no-obligation chat with the Customer Wealth Engagement Team.

Book a call back

Get in touch

If you've got pension or investment savings of £150k or more, the Customer Wealth Engagement Team can help explore if financial advice is right for you. Give them a call for a no-fee, no-obligation chat, or book a call back.

  • Call us free

    The team will help you find out if financial advice could be right for you

    0808 092 3107

    • Monday to Friday: 9:00am - 5:00pm
    • Weekends and Bank Holidays: Closed

  • Ask us to call you

    Tell us your name, number, and your preferred time for a chat and one of the team will call you back.

    Request a call back

For our joint protection, telephone calls may be recorded and/or monitored and will be saved for a minimum of 5 years. Calls to 0800 numbers from UK landlines and mobiles are free. Our opening hours may be different depending on which team you need to speak to.