Your Financial Planning appointment
Our Senior Financial Consultants are here to help you if you need advice on your protection and/or investment options.
Step 1:
Call 0800 028 6029 and our Service Consultants will be happy to talk to you about what you want to get out of your financial planning appointment, and book you a convenient time and place to meet your Senior Financial Consultant
Opening hours: Mon - Fri: 08.30-17.30, Sat: 09.00-15.00, Sun: Closed
Step 2
Complete the budget planner and print it out to take with you to your appointment
Step 3
Your first meeting with your Senior Financial Consultant will be spent reviewing your finances, and discussing your concerns, goals, aspirations and priorities for the future
Step 4
Your Senior Financial Consultant will then take time to thoroughly assess the information you provided to identify the right products Nationwide offers to meet your goals and aspirations
Step 5
At your second meeting your Senior Financial Consultant will make their recommendations to you