Financial planning

Financial planning should be an ongoing process to help you make informed decisions about your money and help you achieve your goals in life. See how we can help with life insurance, investments and ongoing advice (there is a charge for this service).  

Book an appointment

Book to see a Nationwide Financial Planning Manager using our online form. 

Ongoing Advice Service

For existing customers we offer an optional service to help you keep your financial plans on track.

Life insurance and income protection

We offer Mortgage, life insurance, critical illness cover and income protection.

Inheritance Tax Planning

Reduce your inheritance tax liability and how we can help you with estate planning.

Investments

Guidance for investing through Nationwide and using our financial planning service.

Pensions & retirement

Find out more about the new options under the 2015 pension changes.

We offer restricted advice on a limited range of carefully selected investment products available through Legal & General.

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