Financial PlanningPlanning for your financial future is one of the most important things you can do, and offers you and your loved ones security and peace of mind, as well as helping you reach your goals. Life can throw up all manner of surprises, so it is also important that you consider the various forms of cover available to make sure you and your family's lifestyle is protected against any unforeseen circumstances such as serious illness, injury, incapacity, or even worse, the death of a loved one.
If you need information on anything money-related, the Money Advice Service helps people manage their money through their own free and impartial advice service. They also work in partnership with other organisations to help people make the most of their money. They are an independent service, set up by the Government.
In conjunction with carefully selected third party organisations, the Society is able to offer customers access to a range of Legal Services and a Funeral Plan service. You can find out more about the services available by following the links below:
Please note that our Legal Services and Funeral Plan services are provided In conjunction with carefully selected third party organisations and are not provided directly by Monmouthshire Building Society.