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Free meeting with a fully qualified
financial adviser

If you’ve got questions about your portfolio, financial position and life goals, book a meeting at your local advisers drop in day to find out if taking advice could help.

Whatever stage of life you’re at, talk it through when your local adviser is next meeting clients in your area.

Book your meeting today

Important information: It’s best you seek advice if you aren’t sure of an investment suitability, financial plan or your retirement needs. We won’t give you personalised advice during this meeting as we will first need to establish what you need.

This is a chance to see whether you’ll benefit from financial advice. We might discover you don’t need advice, if that’s the case we’ll support you with free information to help you get on track. If you decide to take advice any charges will be discussed in advance, as a rule of thumb the cost is 1-2% of your portfolio.

To find your nearest meeting use the map to select your region.

Can't make it?

If you can’t make it to see your local adviser, you can book a telephone appointment.

Over the phone, you’ll still have the opportunity to discuss your portfolio, current financial position and life goals with a financial adviser.

They’ll discuss your next steps and let you know whether you could benefit from personalised advice.

Book call