It's not always easy to know where to begin, so that's why we've teamed up with Wren Sterling - a leading national firm of advisers who provide all aspects of independent financial planning, to help you through the process.

Investment Planning

Wren Sterling are investment specialists and financial planning experts. They have access to the whole of the market, and can ensure that the investments are selected to deliver against your investment strategy and ultimately, your financial plans.

They search for ways to maximise growth but at the same time reduce risk by diversification. Their Adviser will discuss suitable recommendations fully, before implementing your plan, and will monitor your investments, providing you with regular progress reports.

 

Protecting you & your Family

We all want the very best for our family throughout their lives, but we need to plan to achieve it. Wren Sterling's adviser will help structure your finances to meet your family's needs, whether that is providing an income, paying for tuition costs, or providing tax-efficient savings for later life.

You can rest assured that should the unexpected happen, with a strategy in place to remain on target you can achieve your goals, and have the resources to deal with anything life throws your way.

 

Planning for your Retirement

We all plan on living a long and happy life, but this means we should start to plan for retirement earlier. The retirement planning landscape is constantly changing and it's important you understand current rules and planned changes and what they mean for you as you move towards retirement.

Our Wren Sterling adviser will sit down and discuss your requirements so they can understand your circumstances and motivations and steer you through the increasingly complex world of retirement to help you achieve your retirement goals.

 

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.

Make your appointment today 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
SundayClosed
*Calls from landlines are charged at the standard rate. Calls from mobiles may vary.

 

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

The value of your investment can go down as well as up and you may not get back the full amount invested.

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.