Personal advice from our Financial Planning Managers
We may be able to help you with investment advice if you’re looking to invest £20,000 or more for 5 years or more.
Financial Planning Service
Watch the short videos about our Financial Planning Service
Call us on 0800 085 1644
We understand that everyone's financial needs are different
That’s why we offer financial advice the way it suits you, face-to-face, over the phone or by video conference.
In your first meeting your Financial Planning Manager will discuss your financial needs, circumstances, priorities and appetite for risk and also explain our fees for the service, so you can decide if advice and investing is right for you.
Watching the video at the top of the page will let you know what documents you need to bring to your meeting.
We’re open Monday to Friday, 8am-6pm and Saturday 8am-4pm.
The advice and recommendation will be restricted to a range of investments from Santander. You pay a fee for advice from Santander UK plc.
Our advised range
Our Financial Planning Managers can advise you on a selected range of products as shown in the table below, rather than the whole of the market.
Structured Deposit products (Index Linked Savings Bonds) |
Structured Investments (Fixed Term Investments) |
Selected Santander Asset Management funds |
|
|---|---|---|---|
Term |
A choice of term usually between 4-6 years |
A choice of term usually between 4-6 years |
None, but you should ideally be looking to invest money for 5 years or more |
Is it for growth or income? |
Growth |
Growth |
Income or growth |
Minimum investment |
£500 |
£1,500 |
£100 |
Minimum return at maturity |
Yes |
Yes |
No |
Can I invest in an ISA? |
No |
Yes |
Yes |
Who provides or administers these? |
Provided by Santander UK plc |
Administered by Santander ISA Managers Limited |
Administered by Santander ISA Managers Limited |
You can view your total investment value in Santander Online Banking. In your Investment Hub you’ll be able to see more detail of the investments you hold, which will include the latest prices we have for them.
You’ll also receive a quarterly statement showing the value of your investment which will include details of money that you’ve paid in or taken out during the statement period.
1|2|3 World and Santander Select customers who invest after receiving advice are eligible for a range of investment funds with lower annual management charges.
We have 2 other ways to invest
Digital Investment Adviser
For investments up to £20,000, our Digital Investment Adviser recommends which fund, from a limited range, is right for you. This service is accessed and managed through the Investment Hub.
It's easy to use, shows what you could potentially get back from investing and when you're happy you can buy your suitability report for £20.
Choose your own investment
Our Investment Hub makes it simple to open our Stocks and Shares ISA or an Investment Account
Choose from a wide range of investment funds and start with either a lump sum or monthly payments. No advice is provided.
Why choose Santander?
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