Face-to-face Financial Planning

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

Get the answers to your questions

New and far-reaching pension changes took effect in April 2015. In a nutshell, from age 55 you now have more freedom to do exactly what you want with your pension money.

The flipside of all this freedom and flexibility is that as a saver you now face what may seem like a maze of options - whether you're retiring now or in a few years.

To give you an idea, typical questions that people are asking Prudential Financial Planning advisers 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 to my pension?
  • Should I still buy an annuity?
  • Are there any deadlines to be aware of and actions to consider now?

They've found that many people want advice on taking control of their finances - which is where they can help.

An invitation from the 'Man from the Pru'

Prudential Financial Planning believe that these things are better discussed face-to-face, in the comfort of your own home or wherever you prefer, and at a time to suit you. They will spend time with you to explain the advice process, and will then develop a full financial plan based on your current circumstances and future needs. Of course, there is no obligation to go forward with any of their recommendations.

Arrange an appointment with your local 'Man from the Pru'

Call Prudential Financial Planning on 0800 151 3919 (Mon to Fri 9am-5pm) or complete their online enquiry form if you don't already have a financial adviser.

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

Ezyco will receive a fee if you proceed with a recommendation from Prudential Financial Planning. Your adviser will give you details about this when you meet.