Investments
Are your investments working hard enough for you?
We believe that it makes sense to regularly review how your money is invested to see if you’re maximising your potential returns and making the most of your tax allowances.
Picking the right options out of a crowd
Our advisers will sit down with you and discuss your current arrangements and what you’re hoping to get from your investments – be it short or long-term returns, regular income or capital growth.
Nationwide Independent Financial Advisers are completely independent, they can search the whole market and look at over 5,000 investment options including Unit Trusts and OEICs (Open-Ended Investment Companies), and Investment Bonds and tax efficient investments such as Individual Savings Accounts (ISAs).
You may not be completely familiar with some of these product names or terms. We’ll take you through the options most relevant to you, and do it clearly, simply and without using all the jargon.
We’ll find the level of risk that’s right for you
With most investments, there is a degree of financial risk involved. Some people are happy with higher risk investments for potentially higher returns, whilst others prefer less risk or even a guarantee on their capital.
Whatever your attitude to risk, we will aim make sure you’re fully informed before you make any decision and invest your hard earned money.
Like to know more?
It’s never too late. Get in touch today for your no obligation meeting with Nationwide Independent Financial Services Limited.
If you'd like to talk to Nationwide Independent Financial Services Limited about financial planning, you can either book a meeting with a Nationwide Independent Financial Services professional or call in to your nearest Cheshire Building Society, Derbyshire Building Society or Dunfermline Building Society branch.
Alternatively call us on 08456 012 899.
Lines are open 8am to 7pm, Monday to Friday and 8:30am to 12:30pm on Saturday. Calls are charged at local rate. All calls are recorded and may be monitored for service quality or security purposes to prevent or detect crime.