Saga Financial Planning Service

Would you benefit from a financial MOT to make sure you are on track to achieve your goals? Or do you have specific needs, for example planning for retirement, saving for children or managing Inheritance Tax? This is exactly what our financial planners are here to help with. We have a team across the UK who can provide all the expert financial advice you need. We can meet you face to face or, if you’d prefer, we’ll give you a call. 

Introducing the Saga Financial Planning Service

In this short video we explain what a financial planner could do for you and introduce you to the Saga Financial Planning Service. You'll find out how the financial planner can create a plan to meet your goals, how much they may charge and how you can book a free consultation with one of our experts today.

How we can help


Find a local office

Q&A on financial planning