With our Financial Planning service
When you’re facing important decisions about your finances, it can be hard to decide what to do. A financial adviser can help. Taking your personal circumstances into account, along with their expertise, they can help you with financial planning and making tough decisions that will affect your future.
That’s why we’ve teamed up with Wren Sterling. By working together since 2008, we’ve brought financial advice to our high street locations to support our members with their financial planning.
Who are Wren Sterling?
We chose Wren Sterling because they’re a nationwide firm of independent financial advisers (IFA). That means they’re unbiased and take an approach which looks at the ‘whole picture’ of their customer’s plans to help them work towards their financial goals.
What is financial advice?
Financial advice can help you take control of your finances. A financial adviser will discuss what you want to achieve, help you understand any rules or legislation, and make recommendations to help you achieve your financial goals.
For more information watch Wren Sterling’s video on ‘What is financial advice?’ below.
Planning for the future
Financial planning is about establishing your future financial goals and aspirations and working out the best way to achieve them. Whatever age you are, 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.
- Investing for the future – an investment check-up or starting from scratch
- Protect your family and lifestyle – protection insurance can help you guard against financial uncertainty due to illness or injury
- Planning for retirement – relieve any uncertainty about your later-life income as you approach retirement
- Post-retirement planning – make the most of your assets to provide you with an income in retirement
- Leaving a legacy – estate planning and understanding inheritance tax
Personal independent advice that’s tailored to you
We know that everyone’s circumstances are different. Wren Sterling offers a personal one-to-one service at your local branch, by phone or video call.
Support from a Wren Sterling adviser gives you the opportunity to:
- Access the expertise and knowledge of a qualified IFA
- Discuss your options and plan how you will reach your financial goals
- Help you make informed decisions with your money
Find out if Wren Sterling could help you
Wren Sterling offer an initial no-obligation chat with one of their financial advisers. During this meeting you can talk about your plans and where you need support. Your adviser will let you know how they can help and give examples of the cost of the service. No chargeable work will be undertaken without your agreement.
For more information view Wren Stirling’s client brochure here
The value of an investment can go down as well as up. Capital is at risk.
The Financial Conduct Authority does not regulate taxation and trust advice & will writing.
Loughborough Building Society acts an introducer to Wren Sterling for investments, pensions and protection. Wren Sterling is a trading name of Wren Sterling Financial Planning Ltd which is authorised and regulated by the Financial Conduct Authority. The Financial Services Register number is 665653. Registered office 13-19 Derby Road, Nottingham NG1 5AA. Registered in England No. 09157918.