Plan For Tomorrow
Build a better future for you and your family
- Financial planning is about more than your money - it’s about your future and your family’s future
- Aim to achieve financial independence and your goals
- Help you plan to achieve the retirement you desire
The Clydesdale Financial Advisory Service provided by AXA Sun Life Services plc, can help you find the road to financial independence while ensuring that you and your family can plan for those unexpected events. With a planned financial portfolio, you can have money in your pocket and make sure that your loved ones will benefit too.
Arrange an appointment with a Financial Planner
- Telephone 0870 6000 151*
Potential benefits of the Clydesdale Financial Advisory Service
- Gain an obligation-free, financial assessment to assist you in making informed decisions for you and your loved ones
- Assessment of your financial position as often as you need so you always feel in control
- You could enjoy tax advantages through various investment choices and could make retirement investments more tax-efficient - tax benefits are subject to change and depend on individual circumstances
- Help to protect you and your family’s standard of living in the event of your death or contracting a specified critical illness
- Help protect your income in the event of you becoming unable to work due to permanent disability, or long-term illness
- Help repay your debts upon your death, or contraction of a specified critical illness.
The Clydesdale Financial Advisory Service Adviser represents only AXA Sun Life Services plc and can offer a range of life, pension and investment products provided by AXA and Credit Suisse. Your adviser will give you details of the company providing any product that is recommended to you. Clydesdale Bank, a trading name of Clydesdale Bank PLC is authorised and regulated by the Financial Services Authority. Clydesdale Bank PLC is an introducer to AXA Sun Life Services plc which is authorised and regulated by the Financial Services Authority.
* For your security, calls may be monitored or recorded.