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Making the most of your finances

At Leek Building Society, we believe in helping you to plan ahead, to achieve your financial and life goals.

What is financial planning?

Financial planning is like navigation. Tell your adviser about your goals, and they will help you find a route to achieve them. Wren Sterling can help you with all areas of financial advice – if you want to organise your savings and investments, plan for retirement, ensure you’re protected against illness or accidents, or creating a plan to help you achieve your long-term life goals.

Making the most of your finances

We understand when making important decisions about your finances, you want to ensure you’re making the right decisions. That’s why we have partnered with Wren Sterling since 2016. A leading national firm of qualified Independent Financial Advisers who cover different aspects of independent financial planning.

Pension Transfer Gold Standard

Wren Sterling has been awarded the Pension Transfer Gold Standard which is a principles-based code for Safeguarded and Defined Benefit pension transfer advice to help ensure consumers understand the importance of good advice and have confidence that the firms they are dealing with are committed to high standards of client care.

The Wren Sterling process

  • Step 1: Discovery

    Discovery stageDuring your first meeting with Wren Sterling, you’ll be able to ask your adviser about different areas of advice. They will get to know you, any concerns you have, and the financial goals you want to achieve. Together they'll create a picture of your current finances which will form the basis of Wren Sterling's recommendation.

  • Step 2: Research and Analysis

    Your adviser will then research and build a plan to help you reach your financial goals. As Independent Financial Advisers, Wren Sterling are not restricted to any providers, so their recommendations can be built from the whole of the market.

  • Step 3: Recommendations

    Your adviser will then present your plan to you. At this point you can decide whether or not you wish to take Wren Sterling's recommendation.

    If you decide not to take their recommendation, you are under no obligation to continue, as they do not undertake any chargeable work without your consent.

  • Step 4: Implementation

    Should you decide to adopt Wren Sterling's recommendations, they will make all the necessary arrangements for the plans and policies to be put in place.

  • Step 5: Review

    Once you become a client of Wren Sterling your Wren Sterling adviser will be on hand in regular review meetings to discuss any regulatory changes, or changes to your own circumstances and help ensure you’re on track to achieve your financial goals.

How can I access financial advice?

If you’re interested in finding out how one of Wren Sterling's Independent Financial Advisers can help you, book an appointment by contacting your local branch or call us on 0800 093 0002. Appointments are available over the phone, in branch or via a virtual face to face meeting. The value of your investments may go down as well as up and you may not get back the full amount invested.

How can we help you?

If you'd like 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.

For Financial Planning customers
0800 093 0002

Monday to Friday 9am to 4pm

For general enquiries
0800 093 0004

Leek
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