What to expect from Zurich Advice Solutions

Get all the detail

icon
The thought of talking to someone you don’t know about your finances may feel a little daunting, but to put your mind at ease here’s what to expect when you talk to one of our advisers.

Advice which fits your lifestyle

icon

All done over the phone

There’s no awkward face-to-face meetings in stark offices – just the comfort of your sofa or your place of work. We’ll call at a time that suits you.
icon

A timely conversation

We know your time is precious so you can expect to be on a call with one of our advisers for no longer than 45-60 minutes for each appointment.
icon

Clear simple recommendations

If you are happy to go ahead with our service, we’ll produce a suitability report explaining all the options open to you and a breakdown of the cost.

What you need to know

We only recommend products and services from Zurich

We offer products and services from the Zurich group of companies. And if they’re not right for you, we won’t recommend them.


You decide on the level of advice you want

Everyone’s circumstances are different and you might only want advice on a particular aspect that’s important to you right now; perhaps you’re looking to move house, are unsure if you have the right amount of financial protection, or wanting to understand if you’ll have enough money to finally retire in that little villa in Portugal!

We’ll listen to what you are trying to achieve and give you practical advice to help you find the right solution. In a nutshell, we offer three levels of advice.

Limited advice

Limited advice which is where you ask us to review a specific area such as pension, investment or protection planning.

Where you choose limited advice it will be restricted to the products or area you have asked us to review.

We will not review your full financial situation.

A full financial review

This will be across all the areas that we can give advice on. It will give you a really good understanding of your current financial situation.

There are some areas that we do not offer advice on, such as mortgages and estate planning. Where you need advice on these matters we will give you information on other advisers who may be able to help.

One off investment reviews

You can request a review of any or all of your existing investments you have through Zurich FutureYou - even if we haven't provided advice on them.

We’ll send you a portfolio report before your review appointment detailing your investment performance and the transactions you’ve made.

During the appointment, we’ll re-assess your current circumstances, check if your investments are still aligned to your needs, and agree any actions to re-align your financial plan to your new circumstances.

How much does advice cost?

If you think advice is way out of your price league, you might want to think again.

We make our charges crystal clear before you sign on the dotted line – there’s no surprises.


View our charges

Expert advice over the phone

If you think Zurich may have the product you need but you’re still unsure if you’re doing the right thing, just give the team a call.

We’ll walk you through the options at a time to suit you and get you back on track in no time.

Call us now to book your appointment

0800 587 9040


Alternatively you can contact us online with an appointment request.