Financial planning advice

It’s worth taking the time now to consider your goals for the future. Talking to us will help you. We have the expertise to help you decide what you want – and recommend ways you could achieve it.

Professional help

A brighter financial future depends on making realistic plans for it. To make these plans you need professional help. Our financial planning service helps you develop your retirement goals – and the steps you need to take to make them real.

Remember, the earlier you put some retirement plans in place, the better chance you have of enjoying a comfortable retirement.

Our qualified financial advisers can help you with:

• Planning for your retirement
• Investing for your future
• Managing your assets tax-efficiently
• Protection for you and your family
• Providing for your children’s future

A complete financial service

If you already have solid retirement plans in place, our financial advisers may still be able to help you in other ways such as investing an inheritance and tax planning.

Whatever the reason, we can give you the advice you need.

Call us on 0845 301 9945 to arrange an appointment

Before we make any recommendations on your personal retirement planning strategy, we get to know your financial circumstances and your hopes for the future.

Our no-obligation, confidential, review helps us to get to know you better – and helps you to focus on your financial future. There is no commitment on your part.

What to expect

When we meet you, we will:

• Carry out a thorough review of your financial situation
• Have a detailed discussion about your plans for the future
• Provide a clear explanation of the options open to you
• Make specific recommendations on the right solutions to your needs

We’ll also give you clear guidance on how much we think you’ll need to save.

Call us on 0845 301 9945 to arrange an appointment

To make sure you get the most from your financial planning review, it’s worthwhile spending some time doing a little planning of your own. It's not compulsory, but it helps.

Things to consider:

• Your retirement goals – are you planning to get away from it all and live in the country, travel the world or work part time?
• Your financial situation – do you have any arrangements in place at the moment? Do you manage to budget successfully? The more we know, the more we can help
• Your future – are there any future events (such as starting a business or receiving an inheritance) that could cause you to alter your plans?

What to bring

It's helpful to bring along information about any investments or pension plans you have at the moment such as:

• Bank and building society account statements or passbooks
• Certificates for any investments or shares you hold
• Details of any pension scheme you're a member of
• Details of any personal pensions you have
• Existing life assurance policies

Don't worry if you can’t get hold of these documents. We'll explain everything when you call to make your appointment.

Call us on 0845 301 9945 to arrange an appointment

Every year we help thousands of people to put the right financial plans in place. We’re happy to meet you at a time that suits you – at home or where you work. If you prefer, we’ll meet you at your local NatWest branch.

Maintaining high standards

When you deal with us, you can expect:

• High professional standards – our qualified staff are there to help you
• A tailored service – our recommendations are designed around you and your financial needs
• Openness – we provide written explanations of the reasons for our recommendations
• No hard sell – our review of your financial aims and needs carries no-obligation from you

Call us on 0845 301 9945 to arrange an appointment