Whether you want to save small monthly amounts, or invest larger amounts for your future, we have products available to suit different needs.

Retirement planning is crucial to be able to have a relaxing comfortable lifestyle in retirement. NFU Mutual can offer ongoing advice and offer you the opportunity for regular reviews to help you achieve your desired level of income in retirement.

NFU Mutual has a range of products should anything unexpectedly happen to you giving you peace of mind that you and your family have the ability to continue paying regular bills or pay any unforeseen costs.

We can provide valuable information on Inheritance Tax and how it works but most importantly how to make plans to help safe guard your family’s inheritance from the tax man.

I cover the Wareham, Wimborne and Bournemouth areas providing practical financial advice on NFU Mutual’s range of pension and investment products.

Whether you are looking at financial planning for the first time or would like to review the plans you already have in place, I can take you through your options and recommend what actions you should consider.

NFU Mutual offers a wide range of financial planning solutions and can help you to protect your family, your business, your lifestyle and provide for your future. As a NFU Mutual Financial Consultant I am fully qualified to advise on NFU Mutual products and services and in special circumstances those of other providers, and I can offer an initial consultation without obligation. 

To arrange a convenent time to meet, just call me on 01929 553472 or drop into the local Wareham office or email wareham@nfumutual.co.uk.

I look forward to hearing from you.

Paul Read