Expert financial guidance to help you get the most from your money
When you’re ready to take control of your financial future, we’re here to help guide you every step of the way.
With investment, your capital is at risk.
What is financial guidance?
We believe that everyone should have the information they need to feel empowered about their finances, make informed decisions about their money, and feel more confident about their future.
Our free financial guidance provides just that: it can include explaining how our different investment styles work, talking you through the benefits and risks of long-term investing, and identifying which products would best help you reach your goals.
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We offer both free guidance and paid, bespoke financial advice
Our financial guidance is free for both new and existing clients. This service can help you explore your options, understand the markets and volatility, and learn more about the products available to you. While you won't get personalised recommendations, it's a useful, no-cost option if you have general questions about what you could do next with your investments.
In contrast, with our paid financial advice service we do an in-depth assessment to create a personalised plan that's tailored to you, with recommendations for how you could achieve your individual financial goals. We offer different advice tiers, so you can choose the one that works best for your budget and the complexity of your finances. If you're not sure, our experts can help you decide. See which tier is right for you.
We provide 'restricted advice', which means we will only make investment recommendations on the products and services that we offer.
Which life moments are you financially ready for?
We understand that our goals and life journeys are completely unique, but many of us will experience similar milestones that impact our finances. Our life moments map shows when these milestones could be for you and which money moments you may need to prepare for.
Life Moments Map
How can financial guidance help me?
Looking to understand the markets and what products are right for you?
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Want to make sure you’re making the most of your money?
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Are you looking to adjust your finances ready for retirement?
Book a free callFinancial guidance at Nutmeg
Tailored to you
No matter your life stage, experience, or goals, we’ll tailor our guidance to you.
Available to all
There's no minimum investment required to get our expert support.
Here when you need us
Life can be unexpected; we’re on hand when life changes, or you need extra help.
Hear from our expert team
Financial planning and advice
Our financial planning team can provide personalised recommendations when you’d like support making important financial decisions, at any stage of life. This starts with a detailed analysis of your assets, spending and goals, followed by cash flow planning to work out the best way for you to achieve your objectives.
We’ll provide you with a tailored financial plan to help you live the life you want now, and in the future.
Find out moreExpert advice, for every goal
Our financial advisers are here to help you master the challenges life throws at you – including:
Retirement
To help tune up your portfolio and plan your cashflow as you near retirement, to prepare your future income
Consolidation advice
When you want to make your pensions, ISAs and other investments more transparent and efficient to manage
Investment
If you would value insights from our team of experts as you design your investment strategy
Investing a lump sum
If you have a sum to invest and want to move ahead with confidence, making the most of your allowances
Learn more about investing and finance
ISA vs savings account: Which is best for you?
The accounts you need in your financial life
Which could be the right ISA investment strategy for you?
Our most recent awards
Tax treatment depends on your individual circumstances and may change in the future.