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HOW A PERSONAL FINANCIAL ADVISER CAN HELP YOU
If you feel you would like advice you can book a face to face appointment with a Personal Financial Adviser.
Meeting a Personal Financial Adviser
Whatever your priorities may be in the short-term or your dreams for the future, our Personal Financial Advisers will listen and provide you with help, information and advice without obligation. Or if you simply want to give your finances a health check, book an appointment today.
We will provide you with guidance and advice on savings, investments, protection and retirement planning. Based on the information that you provide we will make recommendations. There’s absolutely no pressure and it’s your choice whether you go ahead.
You will need to set aside at least one hour for the meeting so that we can find out about your financial circumstances and what your aims are. Please download this questionnaire and bring it with you.
Read more in our booklet: How a Personal Financial Adviser can help you
Next Steps
Call 0845 850 3701* to book an appointment
Visit your local branch - find your nearest branch
Or request an appointment online
Visit your local branch - find your nearest branch
Or request an appointment online
*Calls from BT landlines to 0845 numbers will cost no more than 2p a minute plus a 7p connection fee. The price of calls through other phone companies and from mobile phones will be different. Lines are open 8am-6pm Mon-fri, 8am-3pm Sat.
Halifax is a division of Bank of Scotland plc. Registered in Scotland No. SC327000. Registered Office: The Mound, Edinburgh, EH1 1YZ