Why get investment advice?

Investing can seem complicated, especially if you don't have much experience. Maybe you’ve recently inherited some money, sold a property or you're looking for new ways to grow your nest egg. That’s where Aegon Financial Planning can help.

Advice you can trust

If you’re able to invest either a lump sum of at least £20,000 or at least £400 a month, then Aegon Financial Planning could be right for you.

Aegon Financial Planning employs over 200 Financial Planning Managers across the UK. They're experts in helping investors make the most from their money and it's easy to get started.

a ssenior manager with glasses is sitting at her desk near a window and reading a financial report while using her laptop

Step 1 - Book an appointment

During the initial meeting, you'll talk through your current situation with a Financial Planning Manager.  They'll answer any questions you may have and check that advice is the right option for you.  

a woman is seen through a window at night, talking on her phone in front of a laptop

Step 2 - Your recommendations

Once the Financial Planning Manager has identified your needs, they'll book a second appointment to go through their investment recommendations and make sure they suit your goals.

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Step 3 - Application support

Application forms can be confusing and time consuming. If you’re happy to proceed, Aegon Financial Planning will complete the forms with you, leaving you to simply sign the documents using an electronic system called DocuSign.

Investing is a long-term strategy and you should be comfortable with investing for at least five years. If you decide to invest, remember that the value of your investments can go down as well as up and you may get back less than you originally invested.

Your Ongoing Advice Service

Aegon Financial Planning will monitor your investments, keep your plans on track and keep you educated and informed. The Ongoing Advice Service includes:

  • advice on a range of carefully selected investments which you can access online.
  • a yearly service review to make sure your portfolio is right for your personal needs and circumstances.
  • a yearly customer report showing how your investments are performing.
  • updates on notable changes from Aegon Financial Planning's investment committee.

You can find out the charges that apply in the Overview of Charges.

No investment, no charge

Financial Planning Managers don’t receive commission. Their only aim is to choose investments that work for you.

Any fees and charges will depend on how much you choose to invest, and which investment plans best suit your needs. If you don’t invest, you won’t pay a penny.

They'll  talk you through the costs before you decide to go ahead. Nothing is hidden.

Already invested through Aegon Financial Planning?

You can view and manage your investments online

Aegon Financial Planning is a trading name of Origen Financial Services Limited. Origen Financial Services Limited is authorised and regulated by the Financial Conduct Authority.  Origen is wholly owned by Aegon UK plc, however Origen operates independently to Aegon UK plc. Origen Financial Services Limited won’t pay remuneration to any Aegon UK plc companies for Aegon customers using the Aegon Financial Planning service. To find out more about Origen, visit origenfs.co.uk.