Nationwide sees its role as being of particular importance, because we're making our Financial Planning Service more accessible to our customers, according to Richard Gray, Nationwide Financial Planning Director.
“We know everyone’s life journey is different," he says, "So we're focusing on combining the benefits of technology and a personalised approach. We've done that by introducing our Nationwide Now service which allows customers to gain access to investment advice at their local branch using video conferencing facilities.”
“Our customers range hugely, from people who have an active interest in the stock market and have a good understanding of their investments to customers who may be nearing the end of their working life and needing help to plan their retirement or people who have received an inheritance from a family member. These are people who may need accessible guidance on the risks and benefits of investing over, say, placing the money in a deposit account.”
“We want to make it easy for people who qualify for our Financial Planning Service to access advice, no matter where they live or what their level of knowledge is.”