Ian Weatherhead, Dip PFS Certs (MP&ER)

Please introduce yourself.

“Hi, I’m Ian Weatherhead. I’m an Independent Financial Adviser for Wren Sterling. My role at the Darlington Building Society is to support, guide and advise my clients on their individual finances including investments and pensions.”

I’ve been an adviser in the industry for nearly 30 years and have been supporting Darlington customers every day for nearly 3 years.

What are the benefits of seeing a financial advisor?

How you want to use your money is personal, and sometimes you must make decisions about how to use your money with your head – not your heart. A financial adviser can keep you on track to achieve your goals.

How does financial advice work?

It’s a bit like going to the doctors. They sit you down, talk about your health, lifestyle, and your situation. I have conversations about customer’s circumstances and what they want to achieve. Of course, we’ll also discuss the financial aspects of their lives and build a complete picture of their wealth and circumstances. Then I provide advice on the bast way forward – just like making a diagnosis and treatment by your doctor.

And we review your finances every year – to make sure everything is in order, and if there’s something wrong, we can try do something about it.

How will I know if financial advice is right for me?

It all starts with the ‘3 pots’ managing your money. First, we make sure you have an emergency fund pot, second pot is for anything you’ll need to spend in the next 5 years.

Your final pot is for the savings you don’t need access to for the next 5 years. You might be saving into an ISA, or just a cash account. If you’re looking to do more with your money – especially if you have complex investments or pensions – you can ask me any questions you have.

How do I make an appointment to talk to Ian?

Just talk to one of the lovely Branch Staff, and they’ll arrange a time for me to visit. If you’d prefer, we can always catch up on the phone or online – whatever you prefer.

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