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).  

Investments

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

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, life insurance, critical illness cover and income protection.

Book an appointment

Book an appointment to see a Nationwide Financial Planning Manager

We offer restricted advice on a limited range of carefully selected products and funds.

Our third-party suppliers are: Product and Platform - provided through Cofunds Limited.

Primary Fund Range - provided through Legal & General Investment Management.

Nationwide sells funds, products and the platform as a package; these may be available separately outside Nationwide through other providers.

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