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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. 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.

Pension Transfer Gold Standard

Wren Sterling has been awarded the Pension Transfer Gold Standard, designed to help you recognise good practice, ethical and professional standards when seeking financial advice on pension transfers.

The Wren Sterling process

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.

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.

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.

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.

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 01538 384 151.

Due to Coronavirus (Covid-19) and the health & safety of our members and colleagues being our top priority, we have temporarily suspended our face to face, in-branch appointments.
However, you can still speak with an Independent Financial Adviser over the phone or have a virtual face to face meeting.

 

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 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