Financial Advice

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.

About our service:

Our Financial Advisers are here to share NFU Mutual’s wealth of knowledge, answer your financial questions and bring clarity and focus to your goals.

We understand that it’s about trust. We've been providing financial advice to customers for over 90 years, so rest assured that the advice we give will be appropriate for your circumstances and financial goals.

Financial advice could help you to:

• 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
• Avoid costly, ill-informed decisions
• Feel confident that you’ve done the best you can in your current financial situation.

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

Please note that inheritance tax advice is not regulated by the Financial Conduct Authority or the Prudential Regulation Authority.