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Getting started with financial planning

We're here for the whole of your life

To give yourself the best possible start, it makes sense to understand your options, as early as possible, with the help of expert advice.

With NFU Mutual you will have your own dedicated adviser who can help you answer critical questions such as:

  • How to save for long-term goals?
  • When is the right time to start paying into a pension?
  • Am I paying too much tax on my savings and investments?
  • How can I get the most from my savings?

Families with young children

When you have a growing family it is more important than ever to make plans for the future.  Our finances are increasingly challenged and everyone encounters setbacks along the way.

That's why it makes sense to plan ahead now and review any existing arrangements you may have. Once you know you have sufficient savings and the right cover for your family’s future, it will be a real weight off your mind.

With NFU Mutual you will have your own dedicated adviser who can help you answer critical questions such as:

  • Have I put sufficient protection in place for my family?
  • How do I save for my children’s future, for example for school or university fees?
  • Are my pensions and investments performing as well as they could be?

Your NFU Mutual Financial Advisers can offer you practical advice to help you answer these questions and talk you through what solutions are best for you and your family.

Families with grown children

For advice on Inheritance Tax planning please see our Keep your finances on track section.


 

Please remember that tax treatment depends on individual circumstances and may change in the future.

You should be aware that the value of your investment and any income from it may go down as well as up and you may get back less than invested.

Please note: For security and training purposes calls may be recorded and monitored.