Estate Planning

If you’re thinking about investment, inheritance, or managing a holistic approach to integrated life planning, our advisers are happy to offer solutions to you.

0333 014 6267

Take stock of your estate

Over your lifetime you work hard to build up your assets such as your home, pensions, savings and investments. Putting a strategy in place and ensure that you ensure your loved ones receive the funds as tax efficient as possible

Why is tax planning important?

Tax planning can provide you and your family with financial peace of mind and ensure you pay as little tax on your estate on death as you can, so your assets get to the people you choose when you pass away.

Compare and Buy

National Friendly Financial Solutions offers a Compare and Buy service.  In simple terms, this is like using a comparison service, involving a subject matter expert to guide you through the process, and remove all the concerns generated when it is impossible to ask those important questions.

Whether it be Life Cover, Mortgage Protection, Critical Illness cover, PMI or PHI, our service encourages a conversation that gives you confidence that the important questions have been answered. Find out more here.

We’re just a phone call away

We can help via the phone, email, post or online. When you get in touch, you get your own friendly, dedicated expert ready to listen and help you understand what’s on offer.

We explain everything and keep things clear and straightforward.