Take control of your investments. Wren Sterling can help you organise your investment portfolio to achieve your financial goals.
Whether you’re in retirement or still saving, make the most of your pension savings with an expert pension adviser by your side.
Optimise your estate planning for a tax-efficient plan that will give you and your family clarity when it matters most.
To find out how Wren Sterling can help you with your pensions and investments, you can arrange your first, free no obligation appointment by calling your nearest branch. Appointments are available over the phone, in branch or via a virtual face to face meeting.
Your initial appointment is free of charge and you aren’t obligated to continue with this service. During your first appointment, you’ll be provided with examples of the costs of financial planning in the event that you’d like to proceed.
The value of your investments may go down as well as up and you may not get back the full amount invested.
We’ve been partnered with Wren Sterling since 2016 to help you make the most of your finances. Think of financial advice as an MOT for your money. You can talk to an expert and make sure your finances are on track.
Financial advice can give you a plan to help you reach your financial goals. Wren Sterling’s Independent Financial Advisers will produce a bespoke plan utilising financial products which they consider the most suitable for you. Their Financial Advisers are supported by a team of qualified Researchers and Administrators who will assist them in creating your financial plan.
The first step is to book your free, no obligation appointment by calling your nearest branch. We’ll start with an informal chat to find out what you’re looking for and your current financial situation.
Wren Sterling make sure you fully understand the work they’ll do for you and the associated costs. All their charges are disclosed and agreed with you in writing and in advance of starting any work or incurring any costs. You can talk to an adviser and find out if financial advice is for you, and there’s no obligation to proceed to advice.
Financial advice is as unique as you are. Talking to a qualified expert can help you focus on what you want to achieve, and find a path to get there. Whether you want to retire earlier or invest your savings, Wren Sterling can help.
Wren Sterling is a national financial planning business, advising over 6,000 building society customers to make confident decisions about their finances. They can advise on all topics of financial planning, and being independent means your Wren Sterling Adviser can offer products from the whole of the market — not just the ones from the high street.
We've created some useful articles on pensions.
Before making any decisions, it’s important to know the benefits and charges you’re paying on all your pensions, not just those you’re currently paying into.
Wren Sterling have provided guidance to help you work out how much you may need to retire.
With a little help from Wren Sterling, let us help you find a misplaced pension you may have paid into during your working career.
If you'd like to talk to us regarding financial planning, then give us a call today. You can also call into your local branch or send us an enquiry.
Leek Building Society is an introducer to Wren Sterling for investments, pensions and protection. Wren Sterling is a trading name of Wren Sterling Financial Planning Limited, which is authorised and regulated by the Financial Conduct Authority, Financial Services Register number 665653. Registered office: 13-19 Derby Road, Nottingham NG1 5AA. Registered in England No. 09157918 www.wrensterling.com.
The Financial Conduct Authority does not regulate Estate Planning
