NFU Mutual

Put your financial plan in place

There are two ways you can put a financial plan in place, either with advice from an NFU Mutual Financial Adviser or directly without advice.

Please select an option to find out which way is right for you:

I want adviceI don't want advice

Not sure or looking for financial advice?

If you’re not sure how to put your financial plan in place an NFU Mutual Financial Adviser can help.

An NFU Mutual Financial Adviser can help you put a financial plan in place based on your personal circumstances such as your savings goals if you are looking to invest your money, or the amount of income you would need in retirement when opening a pension. The number of dependents you have and whether you have a mortgage are the types of things a financial adviser will consider when setting up protection and life cover. 

You can book an appointment with an NFU Mutual Financial Adviser by requesting a call back from a local agency office, who will then introduce you to a financial adviser.

Alternatively, you can call us, 9am-5pm Monday to Friday, and we’ll put you in touch with your local NFU Mutual Financial Adviser:

0800 622 323

Full details of the charges and services that we offer as part of our advised service are available in Our Advised Service: Terms of Business [PDF: 2MB].

Know what you need and not looking for financial advice?

You may already know the products you want in order to put your financial plan in place based on your own assessment of your personal circumstances.

Our Non-Advised Sales team are available to set up investments, pensions or protection and life cover. They will not offer financial advice, so it’s important that you make any decisions based on what’s right for you.

You can call our Non-Advised Sales team, 9am-5pm Monday to Friday, on:

0800 980 8229

After speaking to a member of our Non-Advised Sales team you may decide that you would benefit from advice from an NFU Mutual Financial Adviser, and they will be able to book you an appointment with one.

Full details of the charges and services that we offer as part of our non-advised service are available in Our Non-Advised Service: Terms of Business [PDF: 958KB].