Financial advice near me

Build confidence in your financial future with advisers nearby or online

  • Find out whether you can meet with an Aviva Financial Adviser near you
  • Meet face-to-face or virtually with a qualified adviser
  • Get a personalised financial plan built around your goals

Local financial advice

Located throughout the UK, advisers from Aviva Financial Advice are on hand to create a personalised financial plan for you and your family. Wherever you are in your financial planning journey, the team is here to meet your needs in person. 

If you don’t find your city listed in the map below, you can still connect with the team on the phone. No matter where you are in the UK, there’s a good chance an adviser is nearby.

How to meet an adviser near you

  1. Get in touch
    If the total value of your pensions and investments is worth £150,000 or more, get in touch for a free, no-obligation chat. You can book a time for the team to call you back or give them a buzz. 
  2. Talk to the team
    They'll ask about your pensions and investments to find out whether financial advice is right for you. And there’s no need to make a decision there and then
  3. Meet your adviser
    Once all costs have been disclosed upfront and you're happy to proceed, you'll be able to choose whether to meet with a local adviser in person or online. 

Types of advice a financial adviser can offer

Pension advice

Whether you’re wondering about the practicalities of accessing your pension, or dreaming about the many adventures you’ll have in retirement, reach out to the team for help sifting through the facts and figures when making informed decisions.

No matter who your pensions are with, if your total pension and investment savings are worth £150,000 or more, a financial adviser can walk you through your options and build a retirement plan personalised for you. 

It's important to remember the value of pensions can go down as well as up and you may get back less than has been paid in. 

Investment advice

With so many investment and savings options out there, your next (or first) steps can get overwhelming if not a bit confusing. Wherever you are in your investment journey, the Aviva Financial Advice team can bring clarity to exploring your paths towards potential, long-term growth. Whether you’re thinking about stocks and shares ISAs, cash savings accounts, or a different investment product, the team can talk you through what’s available. 

With their expert knowledge of diversification and market insights, alongside understanding your investment goals, your adviser will create a personalised plan to help you make the most of your money. 

Just remember all investments involve risk – and the value may fall as well as rise, so you could get back less than you put in. With the support of an adviser, you’ll have someone on hand to help you understand those risks and what they mean. 

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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 for you.
  • Your adviser will tailor your investment 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.

Get in touch

Get in touch to arrange an appointment. The team will look at your situation and let you know if financial advice is right for you.

Pension advice:

0800 092 3107

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

Investment advice:

0800 046 8408

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

Regional locations

We’re working on getting our local pages ready. If your area is listed below but not linked, you can still chat with the team in your area – just get in touch using the numbers above.

View the locations

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.