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Frequently asked questions

You may find the answer you are looking for in our FAQs

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Existing ISA customers

We do not currently offer a stocks and shares ISA to new customers. If you are an existing abrdn ISA customer, you will not be affected and can continue to log in as usual here and you can also view your charges information and FAQs here.

Financial Advice

abrdn’s financial planning and advice planners provide full financial advice, including specialist advice on retirement, tax planning, trusts, Wills and Power of Attorney. 

We aim to help you achieve your financial goals and have confidence in your future. 

Our people are professional, qualified and approachable, but most of all, they are truly passionate about doing the right thing for you. 

More information about abrdn financial planning and advice.

If you’re new to financial planning and advice or just want to learn about our service, you can read our simple six stage process on our financial planning page

We’ll always be clear on the cost of our advice before we carry out any work, and our fees are designed to be simple and transparent. If after your initial meeting you choose not to take things forward, you won’t be charged. You can find more information on our services and what they cost on our fees and charges page

If you already hold existing investments from across the market, we will consider these when advising on you financial plan. In most cases, we’ll include them in our recommendations and if you take advantage of one of our ongoing advice services, we may continue to manage these investments for you as part of your overall financial plan.

When advising on new investments or products, we work with a carefully selected range of providers. We can recommend from a suite of options based on your individual needs and use our scale to secure the investments and products on our panel to get the better rates. This means we do not undertake whole of market research in all product areas as we prefer to specialise in the solutions we believe meet the majority of our clients’ needs. Therefore, as defined by the Financial Conduct Authority, our service is defined as Restricted not Independent.

The range of products and services we advise on has been thoroughly vetted and carefully selected to provide suitable options for a variety of circumstances – rest assured we will only recommend a product or investment option if we believe it is suitable for you, and the advice we give you will always be impartial.

The advice we provide is defined as ‘restricted’ by the Financial Conduct Authority as we don’t recommend products from the whole market. For our clients, what this means is that our range of solutions is restricted to a carefully selected panel of products and providers which match the services we offer and from there we work with the client to decide on which solutions are best for them.

If a client’s current products/providers/holdings are still right for them we will not change that. The advice we give will always be appropriate to meet their needs, goals and objectives.

Book a free consultation to talk to us about how we can help or contact us.
We’re happy to speak face to face or by telephone, so you do not need to visit an abrdn office to benefit from our service.

Financial planning

A financial planner is a qualified expert who will take the time to understand your personal circumstances and goals, and use that knowledge to design a financial strategy that can adapt to changes in your life.

Financial planners have to gain specific qualifications over years of training, and continue to develop their expertise and keep up to date over time.

Our dedicated blog features articles about various issues that might affect your finances, including coverage of government Budget statements and law changes, to looking into trends and market reviews which might affect your investment performance.

You can also find updates on our @abrdn_UK Twitter page, @abrdn Facebook page and @abrdn Linkedin page.

Visit our Insights page