Get advice on investing

Get expert, personal face-to-face advice from our Financial Planning Managers

Get advice on investing

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?

Moneyfacts 2018 Best Stocks & Shares ISA Provider

Investing not for you?

Learn more about investing

Investments video hub