Face-to-face Financial Planning

Ezyco Accounts is partnered with Prudential Financial Planning to provide you with a professional, face-to-face financial advice service.

Financial advice from Prudential Financial Planning

Whether you are planning to retire soon, still have some way to go or are simply looking at different investment options, a financial adviser can help you.

Pension changes introduced in April 2015 provide more freedom and flexibility over how, from age 55, you take money from your pension. As a result of these changes, Prudential Financial Planning – the Man from the Pru – has found that many people want advice on how to take control of their finances.

To give you an idea, typical questions that people are asking, include:

  • Am I saving enough for retirement?
  • When can I start taking money from my pension?
  • How much of my pension pot can I take before it’s taxed?
  • Should I move savings and investments into my pension?
  • Should I still buy an annuity?
  • Are there any deadlines to be aware of and actions to consider now?

Talk to your local ‘Man from the Pru’

A personal financial review provides an opportunity for a qualified financial planning adviser to review your current situation and make recommendations on how to achieve your future financial goals - all from the comfort of your home (or wherever you prefer to meet).And there’s no obligation to go forward with any of their recommendations.

Prudential Financial Planning advisers are qualified and experienced in financial planning and can advise on a range of carefully selected products from Prudential and other providers. This is known as a restricted advice service.

If you don't already have a financial adviser, arrange a meeting with The Man from the Pru by calling 0800 151 3919 between 9am to 5pm Monday to Friday, or by completing their online form.