Silversurfers promotion

Please read the terms and conditions of this promotion carefully.

In order to qualify for this promotion, you must:

  • Be over 40 years of age as of 28/06/16
  • Be a UK passport holder and normally reside in the UK.
  • Have investable assets of more than £30,000.
  • Complete a full financial review with one of our advisers
  • What is the process?

    One of our independent financial advisers will carry out a full financial review with you over the phone. The review will help us understand your short and long-term financial goals. These might include: boosting your savings before retirement, making a decision on what to do with your pension if you’re about to retire, or saving for a property purchase. As part of the review we will assess your current assets and liabilities including existing pension arrangements and other assets you hold. We’ll look at the charges you’re currently paying for products like this and we’ll also talk to you about how you feel about risk.

    After the review we will take some time to produce an extensive, personalised recommendations report for you. Your report will project forward and see if your existing arrangements are doing what you want them to do. If there are any shortfalls or issues we’ll let you know. Finally we’ll make recommendations on what we believe could be done to improve your situation.

    The gift voucher will be sent to you after you have discussed your financial plan in full with our independent financial advisers. We reserve the right to make amendment to or withdraw this offer at any time.

    Arranging your financial review

    To find out more please call us on 0333 241 9916 and quote ‘Silversurfers’.