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Financial Planning helping you to achieve your life goals

Making the most of your finances

At Leek United, we believe in helping you plan ahead, putting your needs first to help achieve your goals. 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.

 

What is financial planning?

Financial planning is like navigation. You tell us your goals, and your adviser 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.

The Wren Sterling process

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

Your adviser will then research and build a plan to help you reach your financial goals. As independent financial advisers, we’re not restricted to any providers, so our recommendations can be built from the whole of the market.

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

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

​Should you decide to adopt our recommendations, we will make all the necessary arrangements for the plans and policies to be put in place.

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 what a financial adviser can do for you, ask in branch or call 01538 384 151.

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: 13‐19 Derby Road, Nottingham NG1 5AA. Registered in England No. 09157918 www.wrensterling.com