Give feedback

Financial Planner tools

 

How financial planning can help

Whether you want to protect your family financially, or simply want your money to work harder for you, a Financial Planning Review could help you in so many ways - whatever stage of life you’re at, and whatever your personal situation.

Expert advice that’s right for you

If you choose to arrange a review, it would be with a Legal & General adviser based at your local Northern Rock branch. We have been working with Legal & General for over 21 years, so we know that you will be in good hands.

When it comes to financial planning, there is no easy answer to suit everyone. We all have different needs, and those needs keep changing throughout life, which is why it’s so important to get advice and solutions that are exactly right for you now.

If you’re married with children, your priorities won’t be the same as someone who is coming up to retirement, or a couple who are saving for their first home. So whatever you’re thinking about, from pensions to long-term security for your family, a Financial Planning Review could help you be better off all round. Even if you’re on top of your finances, a review could help you spot gaps you hadn’t thought about and improve what you already have in place.

Arranging a no-obligation, informal review could help you to:

Get your money working harder

  • check whether you could earn more interest
  • find out about products to help you beat inflation
  • look at whether investments could suit you

Safeguard your income

  • make sure you maximise the money you have coming in
  • protect your mortgage payments in case you can’t work
  • plan ahead for a comfortable future

Protect your family financially

  • check your family would have enough to live on if the worst happened
  • ensure you could pay off your mortgage if anything happened to you
  • check you would receive a lump sum if you become critically ill

Save money and pay less tax

  • make the most of your tax-free allowances
  • take advantage of better-value deals
  • check you don’t have too many policies

Interested?

If you would like to arrange a financial planning review, please request an appointment for a call back at a time that suits you.

There’s no fee for the review and no obligation at all – just a helpful friendly chat with a Legal & General advisor at your local Northern Rock branch.

Request an appointment