Whatever your age or financial situation you could benefit from an independent financial review today.
What is financial advice?
Think of financial advice as a health check for your money.
Meeting with a financial adviser is your chance to ask those questions about your finances you’re not sure about. For example: “Am I saving enough into my pension?” or “Do I have the insurance I need?”
The financial adviser will review your plans, check that your money is working hard for you and if needed suggest improvements you could make.
Through their financial advice, they keep you on course to achieve your plans, whilst protecting you and your loved ones from life’s financial shocks. Whilst always looking to protect the legacy you’ve worked hard to create.
How can Wren Sterling help?
Wren Sterling is a leading national independent financial advice provider.
They take time to ensure you fully understand your options so you can make informed and confident decisions. Then they carefully plan in line with your long term financial goals.
So, whatever your circumstances Wren Sterling can help.
The topics they will cover are:
- Pensions advice and planning, whether you’re saving for or already in retirement
- Estate planning, inheritance tax, and passing on your wealth
- Savings and Investments
- Protecting against illness and injury through insurance
- Corporate financial planning and protection
Meet Wren Sterling
Ian Weatherhead, is the financial adviser working with our members. Speaking recently about his role he said:
“I’ve been advising clients for many years, helping families take financial planning off their to do list, and get peace of mind knowing that they can achieve their future plans – and when!
“Whether they want to meet face to face, or online, on the phone, even busy people can access my team without having to travel – or ask a family member to join in the conversation from afar.”