A GUIDE TO INVESTING WITH NFU MUTUAL. Taking the time now to review your investment options could pay dividends in years to come

A GUIDE TO INVESTING WITH NFU MUTUAL. Taking the time now to review your investment options could pay dividends in years to come

WELCOME

We know that creating a financial plan can 
be daunting, but it’s an important step to 
securing your financial future. Taking the 
time now to review your investment options 
could pay dividends in years to come. By 
taking stock of your finances, you’ll get a 
clearer idea of how to achieve your short 
and long-term financial goals.
Choosing the right place to invest will make 
a big difference to achieving your goals. 
That’s where we can help. Whether you 
need advice about how to get started or you 
want to review your existing portfolio, your 
NFU Mutual Financial Adviser is on hand. 

What to expect from this guide
We’ll explain the options available to help 
you decide which areas you’d like to invest 
in. You can then choose to pay one of 
our Financial Advisers to create your own 
tailored investment plan to help reach a 
better financial future.

PLANNING YOUR 
INVESTMENT

There are many reasons for investing, 
including planning for retirement or investing 
for your children’s future. Whatever your 
reason, NFU Mutual can help. 
If you have a lump sum of money, or are 
regularly saving into a bank or building 
society, the chances are that any return is 
probably not keeping pace with inflation at 
the moment.

So if you have funds available to invest 
over and above a suitable reserve of readily 
accessible money in a cash account, other 
investment options may provide the potential 
for a better return.
Whether the cash you have available for 
investment comes from income, an
inheritance, or the proceeds of a property 
or business sale, there are many choices 
open to you that could improve the potential 
return on your money.

PERSONALISING YOUR 
INVESTMENT
You need to take the time to consider your own personal circumstances and goals to decide 
which investment is best for you.
The questions you need to ask yourself are:
• Do you want to invest a lump sum, regular amount or both?
• Do you have a set goal in mind?
• Are you looking for capital growth, income, or both?
• How long can you tie up the money you have available for investment?
• How much risk are you comfortable with?
• Do you need to consider the needs of dependants?

A GUIDE TO INVESTING WITH NFU MUTUAL. Taking the time now to review your investment options could pay dividends in years to come