We all dream of a long, happy life with enough money for us not to have to worry…
…and in today’s low interest rate environment, money doesn’t go as far as it once did, so understanding where you are and where you want to get to with your finances becomes even more important.
At Leek United, we believe in helping people plan ahead, to ensure their finances are in the best possible shape.
But with so many financial products and services out there, it can be difficult to know where to start.
That’s why we have teamed up with Wren Sterling, a leading national firm of advisers who cover all aspects of independent financial planning, to help you every step of the way.
Leek United and Wren Sterling
Wren Sterling provides a personal, one-to-one service, and will talk through your financial situation and goals – whether it’s saving for a rainy day, planning for retirement, or simply achieving the peace of mind that financial security can bring.
Once your adviser has built up an accurate financial profile for you, they will recommend the right products to create your personalised plan, tailored to meet the needs of your financial future.
And because they’re completely independent and not tied to a particular provider, they’re free to recommend products from the whole of the market, giving you the widest possible choice.
A long-term relationship…
You won’t be left on your own once your plan is in place. Your Wren Sterling adviser will always be on hand to help you, regularly reviewing your plan and advising you at every stage of your life – because things can change, so your plan should too.
Leek United and Wren Sterling believe in building a strong, long-term relationship with each and every customer; a relationship that puts you in constant control, helps you to feel valued and understood, and – above all – gives you the trust and confidence that your finances are in the best possible shape.
Personal independent advice from ‘the friendlier faces of finance’
You can consult with your Wren Sterling financial adviser at any one of Leek United’s 12 branches.
The initial meeting with your adviser is free of charge and will not put you under any obligation to proceed.
During this meeting you will be given examples of the costs of the service and no work will take place without the actual costs being disclosed to you beforehand – so you can be sure they are fair and appropriate.
To book an appointment, simply contact your local Leek United branch, or visit www.leekunited.co.uk
Leek United Building Society is an introducer to Wren Sterling for investments, pensions and protection. Wren Sterling is a trading name of Wren Sterling Financial Planning which is authorised and regulated by the Financial Conduct Authority, Financial Services Register number 665653. Registered office: Castle Marina Road, Castle Bridge Office, Nottingham, NG7 1TN. Registered in England No. 09157918 www.wrensterling.com