Mother helping a child outdoors. Mother helping a child outdoors.

PLAN FOR TOMORROW,
TODAY

Our selected partners can help you make a plan.

Financial Advice

Financial planning is about establishing your future financial goals and aspirations and working out the best way to achieve them.

The UK has one of the most advanced financial services markets in the world. This is great for you as the consumer as this means there is a huge range of financial solutions for you to select; from investments, pensions, protection plans and much more.

But not everyone has the time, expertise or confidence to get the best value from these opportunities. For those people independent financial advice can be extremely valuable and worthwhile.

Through our relationship with our selected partners we are able to offer access to independent financial advice to help you achieve your financial goals and aspirations.

Having gained a thorough understanding of your circumstances and requirements, your adviser will fully consider your situation and provide you with a tailored plan of suitable recommendations to help you move realistically towards your goals. Being independent means your adviser can offer products from the whole of the market and not just the ones from the high street.

Your adviser will then meet with you to discuss their recommendations, making sure that they are clearly explained, fully understood and jargon-free, so that you can make informed choices about your future. You can ask as many questions as you like before agreeing to follow any suggestions.

  • Whatever life stage you are at we have experts who can help you with:
  • Suitable means to reach long-term financial goals through appropriate investments
  • Financial security in retirement
  • Protection for your family in the event of death or long term illness
  • Inheritance Tax planning

What next?

Visit your local branch and talk to your Branch Manager who will be pleased to arrange an appointment with an Independent Financial Adviser. Alternatively, you can contact us on 0800 072 1100.

Visit the Financial Conduct Authority to find out how financial advice is changing.