Book a telephone appointment or 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, person-to-person, 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.
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.
Why choose Santander?