Making the right savings and investment choices for you and your family is a big decision. Circumstances can also change which is why it’s so important to review your financial situation on a regular basis to ensure you are on target to achieving your financial goals.

Use our range of guides, product information, and useful links all of which are designed to help with your financial planning.

The content contained within this section, including all tools, guides and product information is brought to you by Phoenix Customer Care, a Phoenix Group company.

National Friendly Financial Solutions

With so many financial products and services on the market, it may be in your best interest to seek professional advice. That’s why we’re pleased to introduce you to National Friendly Financial Solutions.

If you don’t already have an adviser, the professional and experienced team at National Friendly Financial Solutions may be able to help. Their services are available by phone, post and email and you'll be assigned to your own dedicated contact who'll help you at every stage.

I would like to thank you for all your help in sorting out my pensions and confirm I am more than happy with the result you achieved. I am so glad that I was given your details as your advice and guidance proved more profitable than if I had just accepted the original figures provided by the pension company involved.

- Mr Borrino, Lancashire

National Friendly Financial Solutions offers two different services:

Their comparison service will find you competitive quotes for the product you want, so you can make an informed choice before buying.

Your Dedicated Personal Finance Executive will search the marketplace based on your specific requirements. This quick and simple service is not an advice service, but instead provides you with clear information from a wide range of products, enabling you to make an informed decision.

Their independent financial advice service is truly independent, impartial and the initial consultation is completely free and without obligation.

Your dedicated Independent Financial Adviser will take the time to understand your circumstances before carrying out in depth research and providing you with recommendations tailored to your specific needs.

Find out more about this service

  • Guides

    There are plenty of good reasons why you should be saving. View this section to help you decide what’s best for you and discover what you need to do if you want your money to grow.

  • Useful links

    View this section to find more information and links to support and guide you.

  • Case studies

    The case studies in this section are fictional representations. Everyone’s circumstances are different, you should always speak to a financial adviser before making any decisions.