Financial Planning

Financial Planning

Helping you plan for the future. Personal independent advice to help you make the most of your money.

Are your finances in the best possible shape?

Everyone dreams of a happy, secure future with enough money to see them comfortably through every stage of their lives. The best way to turn this dream into a reality is to plan. It’s no surprise, however, that with such a wide range of financial products and services on offer it can be difficult to know where to start. That's why we have teamed up with Wren Sterling - a leading national independent financial advisory business.

The West Brom and Wren Sterling

Wren Sterling offer a personal, one-to-one service and will talk you through your financial situation and discuss your goals with you. Once they have an in-depth picture, they'll be able to search the whole of the market to find the perfect combination of products to personalise a plan for your financial future from now through to retirement and beyond.

And don't worry, your Wren Sterling adviser will always be on hand to help you, reviewing and advising on your plan regularly so you know it's always right for you, at every stage of your life.

Wren Sterling believes that financial planning is about so much more than where your money is. It's about building a long term relationship with you that ensures you are constantly in control, feel understood and valued, and trust that your finances are in the very best shape. Their aim is to help you build, protect and preserve your wealth.

Personal independent advice that's right for you

We know that everyone's circumstances are different. Through our partnership with Wren Sterling, you can speak to an expert independent financial adviser who will discuss your requirements. As they are independent, and not tied in with any particular companies, they will be able to search the entire financial market to build a plan that's exactly right for you and your future needs.

The initial meeting with your financial adviser is without charge and will not put you under any obligation. During this meeting you will be given examples of the costs of the service and you and your adviser will discuss what the fees will be for further advice – so you can be sure they are fair and appropriate.

Wren Sterling's 4 steps to a secure financial future

Planning for the future, wherever you are today

Financial planning is about establishing your future financial goals and aspirations and working out the best way to achieve them. Whatever age you may be, or whether you’re a saver, borrower or investor, a financial review is an excellent way to find out more about the options available to you, including:

  • How to make your money work harder for you
  • Review your existing investments
  • Helping you plan for the unexpected
  • Planning for your retirement
  • Making the most of your tax free allowance

...and much, much more...

West Bromwich Building Society is an introducer to Wren Sterling for investments, pensions and protection. Wren Sterling is a trading name of Wren Sterling Financial Planning who are authorised and regulated by the Financial Conduct Authority. www.wrensterling.com

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