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Financial guidance and advice

We understand that managing your investments can be complex and time consuming. We focus on helping you to understand all of your investment options and help you achieve your investment goals.

How can we help?

In addition to general support and guidance, our team offers personalised planning and qualified financial advice.

Financial planning and advice

Review your financial strategy and investment objectives with one of our financial advisers.

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Client Services

Our client services team can answer general queries you have about Nutmeg and your existing portfolio.

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Wealth Services

If you’re transferring assets or you're making a new investment and would like to talk to someone about your options.

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Personalised planning and advice

From planning for retirement to protecting and preserving your wealth, Nutmeg wealth managers offer objective advice and personalised guidance solutions. Experts at navigating the complexities of today’s financial world, we ensure your wealth works for you.

Comprehensive personal financial advice £575 including VAT where applicable

  • Speak to a qualified financial adviser
  • An in-depth review of your current financial situation
  • Quantify your financial goals and plans
  • Plan your retirement
  • Regulated investment, pension and tax planning advice
  • Make sure your existing investments and pensions are right for you
Book a free initial call

This is fully regulated, restricted financial advice.

How it works

Simple to use and competitive fees.
Managed by a team of experts.
Designed with you in mind.


Meet the team

During a free initial consultation with one of our experts, we find out about your finances and your goals to understand how we can help.


Building your report

When you give us the go ahead, we will analyse your personal information and create your personal financial report.


Sit back and relax

Our team of experts will Invest on your behalf in line with your chosen strategy – so you can leave the rest to us. Log back in any time to check how your investment is doing.

The initial consultation is free. Once we agree how we can help and you decide to go ahead, there is a fixed fee for the services we will provide. Please see disclosure document for more details. The scope of Nutmeg’s service and the products we offer are set out in the disclosure document.

Contact Client Services

We're here to help manage your account, from setting up regular payments, to arranging transfers. We'll answer any general questions you have about Nutmeg and the products and services we offer.

We can help you:

  • Access your account and navigate the website.
  • Change your account settings.
  • Understand your investments.
  • Navigate your risk level.
  • Understand the complexities of your pension.

Contact Wealth Services

Whether you have clear financial goals or need some direction, our team of expert wealth managers is here to help you.

We can help you:

  • If you’re new to investing and unsure of your next steps.
  • If you’re considering transferring assets from another investment provider.
  • If you're thinking about financial advice, but are unsure where to start.
  • If you’re thinking about leaving Nutmeg.
Book a free call