Independent financial advice can give you answers to some of the toughest questions you have about your finances. We have partnered with Wren Sterling to provide access to independent financial advisers who can help you answer questions like these:
- When can I retire?
- How long will my money last?
- How can I pay less tax?
- How can I pass my wealth on to my children?
- How much should I invest?
- How can I protect my family if I am ill and unable to work?
- How can I keep track of changes to rules and legislation?
Wren Sterling are specialists in all aspects of investments, protection, retirement and inheritance tax planning. Being independent also means they are not tied to one provider’s products or services and can offer advice on options from the whole of the market.
Meetings with Wren Sterling Independent Financial Advisers can also be held over the telephone or virtually via video call – whatever suits you.
To book a meeting, simply contact your preferred branch by telephone or use our online booking form
.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