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Request an appointment with an Aegon Financial Planning Manager

Our advisers will explain the investment process and discuss your financial needs. After your call, they'll prepare your personal recommendation report and outline the potential returns and risks.

Request an appointment form

We offer video or phone appointments. We will email you to confirm the date and time for your appointment.

How can we help?

What would you like to talk about?
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New investment enquiry – if you’re a new customer looking to discuss the potential to invest, we will arrange for one of our Financial Planning Managers to contact you on your preferred day. This 30-minute meeting will give you the opportunity to talk to one of our advisers about your financial needs to identify if investing is right for you. 

Your appointment

Let us know what say(s) are best for you. We will arrange an appointment on the earliest of your selected day(s) possible. We'll be in touch to confirm a time and date for your appointment. 

Which day(s) are usually best for you?
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About you

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Your customer number can be found on your Aegon statement
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Have you received an Annual Customer Report letter from us?
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How we use your information

We will use the information you provide on this screen to book your appointment and help manage any advice services you use.

Find out more about our policy on privacy, data protection and cookies.

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