Whatever your plans are, NatWest could help you make the most of them with Financial Planning.
There are certain stages in life, such having a young family or retirement, where financial planning is important.
We understand that there can be lots to think about but we can help making the most of your finances as simple and straightforward as possible, so you can focus on making the most of your life.
A qualified financial adviser is usually the best person to help you make plans for your money. That’s why we have so many Financial Planning Managers working for NatWest, all dedicated to helping our customers to make the most of their money.
And because we believe in Helpful Banking, it won’t cost you a penny to find out how best to look after your pounds – our Financial Planning appointments are free.
The first meeting takes around 45 minutes. You’ll talk about your life now, plans for the future, and which dreams you’d like us to help turn into reality. Everything matters. From long-term savings options for your dream home to pension arrangements that can help you make the most of retirement. Whatever your plans are, we could help.
Starting out
Getting married? It’s the start of your lives together. So will you keep your finances separate or explore the benefits of pooling your money?
Our Financial Planning Managers can advise you, either together or in individual meetings – and will make sure that your personal finances are always kept confidential. You can discuss any aspect of long-term personal finance, from investments and protection to retirement plans for your life together.
Moving on
For young families, it can be hard to think about planning for the future when there’s so much to pay for right now. Our Financial Planning Managers understand that finances can be stretched, so they’re keen to help find easy ways for you to save money for the long term. They could help you make sure savings are tax-efficient and get the right type of protection in place, should your circumstances change.
Building up
Investing already, but concerned about the economy? It’s important to be sure that your money is working hard to achieve your goals. With our Financial Planning Managers’ help, you can review your funds’ performance, your circumstances and attitude to risk on a regular basis. We’ll help you explore investment opportunities that continue to support your long term aims, and we may be able to help you save money by reviewing your plans, too.
Slowing down
Have you thought about your finances when you retire? Our Financial Planning Managers can review your current plans to make sure that you’re making the most of your long term savings for retirement. Robust plans are important, and it’s never too early to start planning for a happy retirement.
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