Our experienced advisers can provide a tailored recommendation for all your investment requirements and put a strategy in place to achieve your future goals.

0333 014 6267

You work hard to make money, so why not make your money work hard for you?

No matter what stage of life you are at, creating savings and investing them wisely is vitally important to achieve your goals.

We can help you explore: 

  • Tax-exempt savings: Friendly societies offer a unique type of tax-exempt savings plan, which allows you to invest regular amounts into a tax-efficient fund on which little or no tax is payable. You can have one of these as well as an ISA.
  • ISAs: Changes announced in a previous Budget have boosted ISA options and you can make greater use of tax-efficient savings as a result.
  • Other investments: investments, inheritances, education funding, house deposits, retirement, etc. Whether you’re making your first investment, or you already have existing investments, we can help you achieve the most from your savings. We’ll take into account your personal circumstances and work with you to ensure your money is invested in the right places.

Why is investment planning important?

Planning your investments is vital to having clarity and insight into your future, serving as a roadmap towards greater security, wealth and peace of mind. 

  • Peace of mind: Having a plan in place alleviates money worries, knowing that your money is working for you.
  • Independence: We’ll help you develop your plan to enjoy life the way you want.
  • Security: The future is unpredictable, so having a plan B is crucial to financial wellbeing. 

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.