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 feel in control and understood, 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
Wren Sterling offers 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 a suitable 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 be on hand to help you, reviewing and advising on your plan regularly so you know it's right for you at every stage of your life.
The initial meeting with your adviser is without any obligation. During this meeting they will discuss your financial goals, and make clear any costs before any chargeable work is undertaken.
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, more.
* Levels and bases of and relief from taxation are subject to change and their value depends on the individual circumstances of the investor.
No fees are charged for a referral to Wren Sterling. Some fees or changes may apply if action is taken after the initial review with an adviser. The West Brom will receive a commission from Wren Sterling in relation to any products they arrange.
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. Registered In England. No. 09157918. Registered Address: 13-19 Derby Road, Nottingham, NG1 5AA. www.wrensterling.com
