financial_planning

Financial Planning

wrensterling

Everyone dreams of a happy, secure future with enough money to see them comfortably through every stage of their lives. The best way to turn this dream into a reality is to plan. It’s no surprise, however, that with such a wide range of financial products and services on offer it can be difficult to know where to start. That's why we have teamed up with Wren Sterling - a leading national independent financial advisory business.

Wren Sterling offer a personal, one-to-one service and will talk you through your financial situation and discuss your goals with you. 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 personalise a plan for your financial future from now through to retirement and beyond.

Wren Sterling believes that financial planning is about so much more than where your money is. It's about building a long term relationship with you that ensures you are constantly in control, feel understood and valued, and trust that your finances are in the very best shape. Their aim is to help you build, protect and preserve your wealth.

Personal independent advice that's right for you

We know that everyone's circumstances are different. Through our partnership with Wren Sterling, you can speak to an expert independent financial adviser who will discuss your requirements. As they are independent, and not tied in with any particular companies, they will be able to search the entire financial market to build a plan that's exactly right for you and your future needs.

The initial meeting with your financial adviser is without charge and will not put you under any obligation. During this meeting you will be given examples of the costs 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 may be, or 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, including:

  • How to make your money work harder for you
  • Review your existing investments
  • Helping you plan for the unexpected
  • Planning for your retirement
  • Making the most of your tax free allowance

Find out more

Contact your local branch to arrange an appointment or call us on 0345 600 0585.

Existing Member Enquiries

To talk to us about an existing savings or mortgage account, please contact your local office.

Contact your local office

 New Savings Enquiries

0345 600 0585

New Mortgage Enquiries

0345 600 4085

 Lines open 9-5 Mon to Fri (10-5 Wed) and Sat 9-12.
Calls may be recorded and/or monitored.