Financial Advice

Together we can help you prepare for today and the years ahead

When you contact us we'll explain the advice services we offer and the charges. NFU Mutual Financial Advisers advise on NFU Mutual products and selected products from specialist providers. Financial advice is provided by NFU Mutual Select Investments Limited.

Our Financial Advisers have been providing advice to customers for over 95 years. They are here to share NFU Mutual’s wealth of knowledge, answer your financial questions and bring clarity and focus to your goals. 

Our Financial Advisers can help you:

• Formulate a plan to achieve your financial goals, which might include financial security for your family, including protecting them financially if things go wrong.
• Grow your current wealth and adopt a considered approach to passing down wealth.
• Understand the most tax-efficient ways of putting money into, and taking money out of, your pensions and investments.
• Feel confident that you’ve done the best you can in your current financial situation.

We understand that it’s about trust, so rest assured that we’ll take the time to understand your specific needs for today and the future, as well as help you navigate your options as your priorities change. And because we’re a mutual, we work in the interest of our customers. So, when it comes to taking care of your investments, you can rely on us to never forget that it’s your money we’re looking after.  

 You should be aware that the value of investments may go down and you may get back less than you invested.

 Please note, the value of tax benefits depends on the individual circumstances and may change in the future.

 Inheritance Tax advice is not regulated by the Financial Conduct Authority or the Prudential Regulation Authority.