Financial Planning

Financial Planning

Helping you plan for the future. Personal independent financial 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.

Wren Sterling's 4 steps to a secure financial future

the West Brom and Wren Sterling

We are an introducer to Wren Sterling for investments, pensions, protection and tax planning. Wren Sterling offers a personal, one-to-one service where their expert advisers will talk you through your financial situation, helping you decide how best to achieve your financial aspirations. They can search the whole of the market for the suitable blend of products, allowing you to personalise a plan for your financial future, from now through to retirement and beyond.

Wren Sterling provides an ongoing service relationship which can help you with changing financial situations as they occur.

Personal independent advice that's right for you

Our needs change over time so by reviewing your finances on a regular basis means Wren Sterling independent financial advisers are able to find a solution that’s just right for you, whatever your stage in life – and with the flexibility to adapt to your changing needs.

A review allows them to find out what your needs, choices and aspirations are and to produce a plan that’s unique to you. In all, the initial consultation takes approximately an hour – and you’re under no obligation – but we believe you’ll see it as time well spent.

What to expect from Wren Sterling

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:

  • Retirement - make sense of all the recent pension changes, advise you on the best options to access your money and also to plan for later life
  • Savings - make your money work more efficiently for you
  • Tax efficiencies – make the most of your tax-free allowance, including Inheritance Tax
  • Protection – take care of those closest to you

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 Limited which is authorised and regulated by the Financial Conduct Authority.

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