West Bromwich Building Society

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Financial Planning

Welcome to our Financial Planning service

As a mutual building society, we are committed to making sure that our members receive the best possible service and professional advice. An important part of this service is access to straightforward financial advice from a professionally qualified Financial Planning Manager. The West Bromwich Building Society is pleased to announce that it has teamed up with AXA to provide a wide range of investment, protection and pension products for customers of the Society.

Our Financial Planning Managers can discuss your individual finances in confidence and make recommendations to help you take the right steps to making adequate provision for your future. As individuals, we all have different personal and financial circumstances, so any recommendations made will be geared specifically to your needs and your plans for you and your family. And it's important to review your financial arrangements on a regular basis, to ensure that you are keeping in touch with your changing circumstances and new opportunities.

These are just some of the questions you need to ask yourself:

  • Could your family cope financially if the worst happened to you?
  • Could your family get by without your income?
  • Is your money working hard enough for you?
  • Are you paying too much tax? Are you making the most of your tax efficient options?
  • Will your pension provide the income you need at retirement?

To benefit from a no-obligation financial review, use our Call Back service now where we will contact you to arrange an appointment with a Financial Planning Manager.

West Bromwich Building Society introduces to West Bromwich Financial Planning Limited. West Bromwich Financial Planning Limited (also trading as the West Brom Financial Planning) is an appointed representative of AXA Wealth Services Limited, which is authorised and regulated by the Financial Services Authority. We can only advise on a range of products and services available through AXA Wealth Services Limited. The Society is authorised and regulated by the Financial Services Authority. AXA Wealth Services Limited, registered in England No. 02238458. Registered Office: 5 Old Broad Street, London, EC2N 1AD.

West Bromwich Financial Planning Limited, registered in England No. 03907978. Registered Office, 374 High Street, West Midlands B70 8LR. www.westbrom.co.uk/financial


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