Passing on wealth

At a time when property prices are at an unprecedented high and education costs are rising, passing on your wealth, either during life or on death, to the younger generations is a key objective for many people.

Working with your solicitor and accountant, our Wren Sterling Adviser will ensure that the correct Will, Trust and Powers of Attorney are in place. They also have a wealth of experience in the specialist area of advising on Trust Investments and can ensure that with the most appropriate strategy, your needs are fully met.

Call us today to make an appointment 0121 557 2551*
Our lines are open:
Monday - Tuesday09:00 - 17:00
Wednesday09:30 - 17:00
Thursday - Friday09:00 - 17:00
Saturday09:00 - 12:00
*Calls from landlines are charged at the standard rate. Calls from mobiles may vary.

The Financial Conduct Authority does not regulate taxation, trust advice and will writing.

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.