WREN STERLING

Financial Advice

ENQUIRE ONLINE  Or Call Us on 0161 429 6262

Make the most of your finances.

 

When you’re making important decisions about your future finances, you want to know you’re making the right decisions for your personal circumstances, for today and in the long-term.

Vernon Building Society has teamed up with Wren Sterling, a leading national independent financial advice provider, to help you look after your financial future.

Everyone’s needs are different and, with such a wide range of financial products and services available, it can be difficult to know which options are right for you. Wren Sterling’s advisers provide advice designed to keep you on course to achieve your goals, protect you and your loved ones from life’s financial shocks, and leave the legacy you’ve worked hard to create.

 

Financial Advice from Wren Sterling

 

Wren Sterling helps you navigate your financial journey. We listen to your hopes and aspirations, we work to understand your current circumstances and any concerns that you may have, and we work with you to establish your priorities.  We know plans change, that’s why with regular financial reviews, we take your change of circumstances into account and make sure your financial advice is still the most suitable advice for you in the future.

The Process

Wren Sterling offers a personal, one-to-one service with advisers who will talk you through your financial situation and discuss your goals. During your meetings with us we’ll listen to your hopes and aspirations, work with you to understand your current circumstances and any concerns that you may have, and establish your priorities.

Initial Meeting

The initial meeting with your adviser is at Wren Sterling’s expense and is without any obligation. During this meeting we’ll discuss areas of financial advice where we may be able to assist, such as:

 

  • Planning for retirement and passing on wealth
  • Protecting you and your family from uncertainty
  • Investment planning
  • Business advice

Plan of Action

Your adviser will then prepare a plan of action, tailored to you. As independent financial advisers, we are able to select products without being restricted to any one provider. You will then have control to say whether or not you wish for this plan to be put into effect. Fees are openly disclosed throughout the process, and must be agreed to before chargeable work is undertaken.

If your circumstances ever change and you need to alter your financial plans, you can contact your adviser for a review meeting. This is your opportunity to update your adviser, and discuss whether any new objectives might affect your financial plans.

Your adviser will also contact you regularly as part of your ongoing service package to arrange reviews.

When investing your capital is at risk.

The Vernon 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. The Financial Services Register number is 665653. Registered office: 13-19 Derby Road, Nottingham, NG1 5AA. Registered in England No. 09157918