Financial Review Service
Investment and Tax Planning
To ensure you are paying as little tax as possible on your savings we have a dedicated team of Investment Advisers, based in every Dunfermline Building Society branch, and also in our contact centre, Dunfermline Direct. By spending some time speaking with them, you could ensure that you are maximising the returns on your savings.
You can have your savings reviewed by an adviser from the Society and your investments reviewed by a Financial Consultant from Norwich Union. There is no charge applicable for a review and costs will only be incurred for certain financial plans which you choose to put in place as a result of the review. However, you are under absolutely no obligation to act on any advice that you receive and you will be given all the time you need to come to a decision that you feel is right for you.
And if we find that your current plans are in order, you will have the peace of mind that comes from knowing they have been fully reviewed by a specialist. So you really don’t have anything to lose.
Our investment advisers are able to offer a full range of:
Advice provided by Dunfermline Building Society and/or Norwich Union.
How to find out more
Reviews can be arranged either face to face in a branch or alternatively over the phone. Simply pop into your local branch, or call Dunfermline Direct on 08457 33 66 88.
How else can we help?
In addition to the financial review, we also offer a mortgage review and insurance review service. Our review services are open to everyone. No matter how much money you have or your age, we will be able to direct you to the most appropriate advice to suit your needs.