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Financial planning

Getting started with financial planning

Whether you're starting out in your career, have young children or grown-up children, it's never too early to start planning your finances for later on in your life.

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Keep your finances on track

It's a good idea to review your pension, savings and investment plans regularly to make sure that everything is on track with your finances to deliver your goals.

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Approaching retirement

As you get closer to retirement it makes sense to get a clearer idea of what you’ll need to live on in the future and what your income might be.

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Take the time
to talk to us

Our Financial Advisers* can discuss financial planning options with you and help you devise a plan for your future.


* Please note

When you contact us we'll explain the advice services we offer and the charges. NFU Mutual Financial Advisers advise on NFU Mutual products and selected products from specialist providers.

For security and training purposes calls may be recorded and monitored.