What do I need to do before I meet my NFU Mutual Financial Adviser?
Before meeting one of our Financial Advisers, it’s advisable to take some time to consider your current financial situation and what you want to achieve, both now and in the future.
What happens when I meet my Financial Adviser?
They’ll review your financial situation with you in detail, including income and expenditure, cash savings and investments, and any pensions and other assets you may have. It’s advisable to have key information to hand, but we’ll confirm in advance what type of documents are needed. Together we’ll look at your financial and lifestyle goals, any concerns you have and how best to plan to achieve those goals.
What will I get out of it?
It’s only when we understand what you want that we can advise what you may need. That might be pension or investment related, it might be about putting protection in place with appropriate products or it might be about understanding how tax breaks on pensions and inheritance work.
After we’ve gathered all the facts and fully understood your objectives, we prepare a report with recommendations and discuss that with you at a further meeting. We don’t expect you to make quick decisions - you can set the timescale for actioning any recommendations we make.
We understand that it’s about trust. We've been providing financial advice to customers for over 90 years, so rest assured that the advice we give will be appropriate for your circumstances and financial goals.
