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, without obligation, to straightforward financial advice from professionally-qualified Financial Planning Managers. They 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?
• Will you and your family remain financially secure?
• Is your money working hard enough for you?
• Are you paying too much tax? Are you using your tax-free entitlements efficiently?  
• Have you made a will?
• Will your pension provide the income you need at retirement?

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

West Bromwich Building Society is authorised and regulated by the Financial Services Authority ( Registration number 104877), for deposit taking, mortgages and advising on and selling general insurance and pure protection contracts, life assurance, pensions and investments.

For life, pensions and investments, we only advise on and offer products from the Norwich Union Marketing Group members of which are authorised and regulated by Financial Services Authority.