The following is the process that a typical appointment would follow:
- Needs analysis to understand what you want in life.
- 'Fact-finding' to understand your current financial situation.
- 'Risk analysis' to find out what level of risk you are willing to take.
- Introduction to products that may be relevant for you.
Should I prepare anything for the appointment?
This isn't essential, but you could help your adviser by preparing the following information:
- Your total income.
- Your total outgoings (bills, rent, mortgage, utilities etc).
- Information on any pensions or investments that you currently hold.
Next Steps
- Make an appointment online to see an adviser.
- Call 0800 11 33 33 to discuss your needs.
- Find a local branch and pop in to see us.
Bradford & Bingley's retail deposit business transferred to Abbey National plc on 29 September 2008.
Abbey National plc. Registered Office: Abbey National House, 2 Triton Square, Regent's Place, London, NW1 3AN, United Kingdom. Registered Number 2294747. Registered in England. Telephone 0870 607 6000. Calls may be recorded or monitored. Authorised and regulated by the Financial Services Authority. FSA registration number 106054. Abbey and the flame logo are registered trademarks.
v1.177
