How you can invest through Nationwide

Financial Planning Service

Our Financial Planning service

Planning your financial future is one of the most important things you can do in your life. Making financial plans can help to give you and your loved ones security and peace of mind, as well as help you reach your goals.

At Nationwide we've helped over 360,000 customers invest £9.7bn (as of August 2016).

With a UK-wide team of Financial Planning Managers available for you to come and talk to, Nationwide are here to help you make your financial goals a reality. We'll offer you advice that is restricted to our carefully selected range of investment products, and ongoing support to suit you with your financial objectives.

Nationwide has a carefully selected range of investment funds designed to help meet your individual investment needs, all provided through Legal & General. If you have sole or joint savings of £50,000 or more, or a sole or joint income of £50,000 or more per year then investment advice from one of our Financial Planning Managers may be right for you.

Our Financial Planning Managers can help you with:

Investments

Nationwide has a carefully selected range of investment funds designed to help meet your individual investment needs, all provided through Legal & General.
If you have sole or joint savings of £50,000 or more, or a sole or joint income of £50,000 or more per year then investment advice from one of our Financial Planning Managers may be right for you.

Ongoing Advice Service

In addition to our range of investment products, we can offer ongoing help and support. You can choose to receive our Ongoing Advice Service which allows you access to talk to your adviser and review your investments as often as you like, giving peace of mind that your plans are always up to date with your circumstances. If you are an existing investor or would like more information about the ongoing support and charges for this service you can find it here.

Protection

We can guide you by offering advice on our range of protection options, provided by Legal & General, to find the one that works best for you.

Inheritance tax planning

Our Financial Planning Managers can help you to find tax-efficient ways for you to pass on your nest egg to your loved ones.

Make an appointment

Use our online appointment booking form or call the number below to request an appointment with a Financial Planning Manager: 

  • We’ll take the time to understand your situation – where you are and where you’re heading.
  • You’ll get clear straightforward advice on investments and protection to help you meet your financial goals.
  • We'll make you aware of all fees and charges associated with our service.
  • We’ll advise and make a recommendation for you only after we have assessed your needs.
  • You get the reassurance of working with an experienced team – we've helped over 360,000 customers with their investments so we can help you too (as of August 2016).

What do I need to bring to my appointment?

  • Fill out our budget calculator (don't forget to print it off)
  • Bring along details of any savings, investments, life insurance policies, endowments, pensions and borrowing.

To make an appointment call 0800 328 7812*

*Opening hours are Monday to Friday 8.30am to 7.30pm, and Saturday 9am to 12.30pm.

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