Financial Goals

If there were just one thing ….

Is there something playing on your mind? Like long-term financial aspirations such as having enough put by for a comfortable retirement. Or medium-term financial goals such as putting something aside for the children’s school or University fees, a wedding, a deposit on that next property or a big birthday celebration.

If there were just one thing that you’d like to tick off the to-do list from a financial perspective, what would it be:

  • Do something sensible with that inheritance?
  • Put something aside for the children’s University fees?
  • Use your pay rise or bonus more productively?

According to a 2022 Yonder survey*, there are a variety of drivers that encourage us to turn to a financial expert:

  • 23% of people would be encouraged to pay for financial advice after receiving an inheritance
  • 21% of 18-24 year olds would be encouraged by a pay rise.

Maybe you have a lump sum to invest from a property sale or windfall, or maybe you’d prefer to invest on a monthly basis. Perhaps the flexibility of stopping and starting payments when it’s right for you is important, or alternatively you could have a lump sum to set aside now for the future.

Let’s talk about what works for you

Whatever works for your current situation, our financial experts can advise you on suitable options such as taking out a stocks and shares ISA or putting money into a range of investment plans. The earlier you start, the more likely you are to meet your financial goals.

Together we can help you address that one big thing on your mind which would give you more confidence your finances are on a firm footing. So why not have a chat now with one of our financial experts? In these unusual times it can be easy to put off financial decisions, but planning for your financial future is just as important now as it has ever been. NFU Mutual is a name you know and we’ve been looking after customers like you for over a century – we’re happy to help, over the phone or face to face.

Got some money to put aside but not quite sure where to begin? To start the conversation, contact your local agency office, and they’ll put you in touch with one of our Financial Advisers or request a call back.

*Nationally representative research with 2,100 people across Great Britain carried out by Yonder on behalf of NFU Mutual between 29/01/2022 and 01/02/2022.