Pension advice in Leeds
If you’re thinking about deep diving into the pension universe but don’t know where to start, financial advice might be exactly what you need. If you want a hand with your current pension investments or looking for getting help with getting ready for your retirement, the advice team are here to support you.
If you have at least £150,000 in pension and investment savings, an adviser will be able to help you with all of your options, whether it be your pension itself, or retirement products like annuities or income drawdown. It doesn’t matter who your pensions are with, Aviva Financial Advice can help build a personalised retirement plan just 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 in Bristol
It’s never too late to start investing, whether you want a savings account or to dive into stocks and shares ISAs, Aviva Financial Advisers offer a range of investment advice.
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.
Why should I get financial advice?
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.
Financial advice FAQs
Read some FAQs about pensions and investments below, and find out how an adviser might be able to help.
Can I afford to retire?
What’s the difference between a defined benefit (DB) pension and a defined contribution (DC) pension?
Do I need a financial adviser for my pension?
Am I paying enough into my pension?
Should I consolidate my pensions?
What happens to my pension when I die?
Do I need financial advice to transfer a pension?
When do I get the state pension?
How much tax-free lump sum can I take from my pension and when?
What is the pension annual allowance?
Can I start a pension for my child or grandchild?
Get in touch
If you've got pension and investment savings worth £150,000 or more, reach out to the team to arrange a chat or book a time for a call back.
0808 239 2212
Monday to Friday: 9:00am - 5:00pm
Weekends and bank holidays: Closed
Useful information
Take a look at some other sources of help and guidance.
Pension Wise from MoneyHelper
Pension Wise from MoneyHelper is a free, government-backed service offering clear, impartial and specialist guidance on your retirement options. If you're aged 50 or over, this service is available to you. You can call them on 0800 138 3944 or visit Pension Wise for full details of the service.
Tax Help
Tax help can provide you with free, independent, expert help and advice on any personal tax problems you may have. You can call them on 033 3207 9921 or visit Tax Help for more information.
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.