Financial planning can seem a bit scary and off-putting. But really, it's just about everyday things, like budgeting and thinking about what goals you have for the future. You'll find your N&P Financial Adviser is approachable, friendly, and plain-speaking.
Your Financial Adviser will start by discussing with you exactly what you want from your finances. Then, together, you will look at the various ways to help you achieve what you want, in the timescales you want.
Try out N&P’s Independent Financial Advice Service for free
We offer a free initial meeting with one of our Independent Financial Advisers, so you can decide whether the truly independent financial advice is right for you. It’s great to feel reassured that you’re doing the right thing with your finances.
How our Advice Service works:
1. A free initial meeting
Your adviser will spend some time finding out about your financial circumstances, existing investments pensions and protection products (please bring details if you have any), your future goals and how you would be happy to invest your money.
2. A short list of products that might help you
After the meeting, your adviser will look into which product solutions are most appropriate to help you manage your finances and grow your money.
3. Truly independent financial advice
Your adviser will arrange a second meeting with you to go through our recommendations. This meeting should last about an hour.
4. You decide whether you want to take our advice
Once you’ve gone through the options with your adviser, you can then decide upon a course of action - even if that means taking no action. Your initial meeting is completely free and you’ll be under no obligation to take any of the advice offered. We will explain any charges to you if you decide to proceed with the advice.