Speak to an expert

Feel confident in your financial decisions

Nutmeg’s Personal Financial Advice service can help you make more informed financial decisions.

Book a call with someone from the team

Book a call at a time that suits you to see whether financial advice may help. Our initial chat will be around 15 minutes, and it's completely free.

Financial Advice is likely to be right for you if:

  • You do not have any short term debt, such as credit cards that aren't paid off each month, or personal loans.

  • You hold a reasonable amount of cash to cover planned expenditure and emergencies.

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Dream holiday, first home, retirement...

It’s not always easy to know how best to achieve our ambitions. What's the right product for what I want to do? What about risk?

Nutmeg’s Personal Financial Advice service can help you make more informed financial decisions.

“Everyone has goals in life. We think financial advice can help get you there”
Lisa Caplan
Head of financial advice

How it works

Book a call

Have a call at a time that works for you.

1

Speak with our Team

Talk through your options with one of our team (It'll take about 15 minutes.)

2

Tell us a little bit about yourself

Complete our online questionnaire about your finances and goals.

3

We'll write you a report

This will clearly set out what steps we think you should take and why, so you can make the most of your financial situation.

4

Discuss your report with us

We'll take you through your report and help you implement our recommendations.

5

We’ll talk you through your financial advice report

The report will help you understand your financial circumstances, and provide information to help you meet your goals.

Personal financial advice at Nutmeg

We'll provide a review of your current financial circumstances, including analysis of any existing investments and pensions, and help you to identify your goals.

We’ll then provide recommendations on what action you should take to ensure your investments and pensions are structured in the most tax-efficient way and reflect your risk profile and goals.

More about our Personal Financial Advice

How much does it cost?

The initial call is free. If you decide to go on to take financial advice, the charge is £350 Inc. vat.

How long does the call take?

The initial call will take around 15 minutes. The call to discuss your report will take around 45 minutes or longer, depending on the advice, and your questions.

The scope of Nutmeg’s service and the products we offer are set out in the disclosure document below.

Nutmeg Financial Advice Disclosure Doc (PDF)
PDF attachment