Is financial advice right for you?

If you've got pensions or investments worth £75,000 or more and you would like to establish if financial advice is suitable for your needs, please fill in the form below.

If advice is right for you, the adviser will fully explain the charges before you decide to go ahead with financial advice.

If you’re not sure whether you need financial advice or guidance, read our guide to understand the differences.

For investment pots less than £75,000, find out how Aviva Financial Advice can help.

General Aviva Financial Advice contact information is available here.

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Your guide should arrive in the post within 5-10 working days.

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.