Spectacled male NFU Mutual Agent having conversation with customer

Financial Planning Service

Trusted financial advice the NFU Mutual way

Our Financial Planning Service provides a more personal way to help you achieve your goals.

By listening to your circumstances and financial aspirations, answering all of your questions along the way, we can help to create the right financial plan for your needs.

Our 3 step financial planning service:

Step 1 – We meet and get to know you

Step 2 – We listen and find out your financial goals, which should be reviewed regularly

Step 3 – We produce a financial report and recommend products to help you meet your objectives

Our philosophy is simple; we listen to what you want and use our expertise to recommend what you need. 

Financial Planning Factsheets

Our factsheets provide an overview of some the financial planning matters NFU Mutual Financial Advisers can provide advice on:

Always listening to you

Our customers know the value of advice and it's one of the reasons they come to us.

NFU Mutual Financial Advisers can help you to put the right financial plan in place to support you on your journey.

Contact your local office about our Financial Planning Service

Please complete the form and your local branch will be in touch soon.

By submitting this form you are happy for us to contact you regarding your enquiry. To find out more about how we use your personal information, please go to https://www.nfumutual.co.uk/privacy/