Planning for a secure financial future
With our Financial Planning service

We all hope for a happy and secure future with enough money to see us through every stage of our lives. The best way to achieve that is to plan for it which is why we’ve teamed up with Wren Sterling, a leading national independent financial advisory business, to provide a financial planning service for our customers.  

We chose Wren Sterling because it's a nationwide firm of independent financial advisers. They specialise in all aspects of investment, protection, retirement and inheritance tax planning which allows them to see the whole picture and ensure every aspect of their advice works towards your personal financial goals. You can find out more about how Wren Sterling could help you plan for your financial future here.

Personal independent advice that's right for you

We know that everyone's circumstances are different so Wren Sterling offers a personal, no obligation one-to-one service at your local branch where they’ll talk through your financial situation with you and discuss what you want to achieve.

Once they have an in-depth picture, they’ll be able to search the whole of the market to find the perfect combination of products to create a plan that’s right for you that will take you from now through to retirement and beyond. 

The initial meeting with your financial adviser is without charge and won’t put you under any obligation. During this meeting you’ll be given examples of the cost of the service and you and your adviser will discuss what the fees will be for further advice – so you can be sure they are fair and appropriate.

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 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.