Whatever you want in the future, the best way to make it happen is to plan for it.
It's not always easy to know where to begin, so that's why we've teamed up with Wren Sterling and Accord Legal Services, to help you through the process.
The Tipton and Wren Sterling
We act as an introducer to Wren Sterling and their Independent Financial Adviser, Paul Grew, based in our Tipton Head Office. Paul can offer you personalised, independent financial advice. He will look at your personal circumstances to recommend services that are most appropriate for you.
Providing advice on investment planning, retirement planning, passing on wealth and family financial planning and protection, Paul can help to find the best solution for you. Click below for more information.
The Tipton and Accord Legal Services
We have partnered with Accord Legal Services, a nationally recognised provider of estate planning services. Through our partnership with Accord, their adviser Derek Dickson can provide you with estate planning advice, tailor made to your circumstances. This service can be provided in branch, or in the comfort of your own home.
Derek can provide you with advice on wills, lasting power of attorney and handling matters following a bereavement. Click below for more information.
Tipton & Coseley Building Society is an introducer to Wren Sterling for investments, pensions, protection and tax planning. Wren Sterling is a trading name of Wren Sterling Financial Planning Limited, which is authorised and regulated by the Financial Conduct Authority. Registered No. 665653. Registered office: Castle Marina Road, Castle Bridge Office Village, Nottingham NG7 1TN. Registered in England No. 09157918.
Tipton & Coseley Building Society is an introducer to Accord Legal Services for Will writing, Lasting Powers of Attorney and Bereavement planning. Accord Legal Services Ltd registered office is 51A Ormskirk Street, St Helens, Merseyside WA10 2SY. Accord Legal Services Ltd is a member of the Institute of Professional Willwriters. This offer is only applicable to members of The Tipton & Coseley Building Society that are over 18 years of age.