How you can invest through Nationwide

Financial Planning Service

Our Financial Planning service - just for members

Planning your financial future is one of the most important things you can do in your life. Making financial plans can help to give you and your loved ones security and peace of mind, as well as help you reach your goals.

At Nationwide we've helped over 290,000 customers invest £10.4bn (as of August 2017).

With a UK-wide team of Financial Planning Managers available for you to come and talk to, Nationwide are here to help you make your financial goals a reality. We'll offer you advice that is restricted to our carefully selected range of investment products, and ongoing support to suit you with your financial objectives.

Our Financial Planning Managers can help you with:


We offer restricted advice on a limited range of carefully selected products. Our third-party suppliers are Cofunds Limited and Legal & General Investment Management.

Ongoing Advice Service

In addition to our range of investment products, we can offer ongoing help and support. You can choose to receive our Ongoing Advice Service which allows you access to talk to your adviser and review your investments as often as you like, giving peace of mind that your plans are always up to date with your circumstances. If you are an existing investor or would like more information about the ongoing support and charges for this service you can find it here.


We can guide you by offering advice on our range of protection options, provided by Legal & General, to find the one that works best for you.

*Opening hours are Monday to Friday 9am to 5.30pm.

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