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Friendly faces provide independent financial advice

24th October 2016

LEEK United Building Society has changed the way it provides financial advice.

The Society has signed an agreement with national financial advice provider Wren Sterling, to help customers plan for the future at their local Leek United branch.

Members can now consult with Wren Sterling’s independent advisers on all aspects of financial planning – including savings, protection, investments, retirement and inheritance tax planning – at any one of the Society’s 12 branches.

But they will still recognise the ‘friendlier faces of finance’ they’ve always been used to – former Leek United Financial Services advisers Cameron Beardmore and Andy Whitehead have moved across to Wren Sterling, and will continue to look after all their existing and new Leek United clients.

Kevin Wilson, Leek United’s Chief Executive, said: “Following a full review of the way in which the Society provides financial advice, we decided to offer customers a broader, more comprehensive service.

“We are delighted to be working with Wren Sterling, who have a truly excellent reputation and track record in the financial services sector.

“Leek United has always been committed to supporting the needs of local people in the communities we serve, and we are confident that our partnership with Wren Sterling will continue and enhance the levels of customer service of which we are justly proud.

“Customers can be assured that whatever their financial needs, they will be getting the very best independent advice available, backed by ‘the friendlier face of finance’.”

Paul Chafer, Wren Sterling’s Chief Commercial Officer, added: “Wren Sterling has substantial experience of working with building society members to map their financial journeys, so we can’t wait to get started with Leek United.

“Our advisers are not tied to a particular provider, so we can recommend products from the whole of the market, giving members the choice they deserve when making really important decisions about their financial future.”

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