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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

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.

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: Unit 2, Castle Bridge Office Village, Castle Marina Road, Nottingham, England, NG7 1TN.

Money Matters magazine

Investors and the environment

Winter 18 - inside this issue:

  • How investors are supporting environmental and ethical causes
  • Cashflow planning: visualising financial journeys
  • Resolving financial issues in disputes
  • How to avoid a pension scam
  • The constraints of making gifts under a Power of Attorney
  • Best practice running a business
  • The importance of pension scheme governance

Read magazine

View Money Matters library

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