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Essential works - Kirkby in Ashfield (from 28 June)

Financial planning is about establishing your goals and planning your ‘route’ to achieve them but with such a wide range of financial products and services around, it can be difficult to know where to start.

Through our partnership with Wren Sterling, you can talk to an adviser who will listen to your situation, discuss your concerns and objectives and help you navigate your financial journey.

Wren Sterling offers independent advice, recommending products from the whole of the market. This means that they’re not tied to a particular provider – so nothing comes between them and recommending the right mix of products.

Wren Sterling offer a personal, one-to-one service and will take the time to explain their recommendations to you. You can make an appointment with a Wren Sterling adviser at your local branch. Appointments can be carried out in branch, by telephone, video call or home visit. The initial appointment is without charge and you are not under any obligation to proceed.

After an initial meeting where they will build up a picture of your finances, they’ll search to find the right combination of products which will support you now and in the future.

Wren Sterling’s services include:

  • Investments
  • Retirement planning (pre, at and post retirement)
  • Estate and inheritance tax planning

If you choose to become a client of Wren Sterling, they’ll support you so that you can make decisions with confidence to grow your wealth and protect yourself, your loved ones, and your legacy.

The Mansfield Building Society is an introducer to Wren Sterling for investments, pensions and wealth management.

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: 13-19 Derby Road, Nottingham, NG1 5AA. Registered in England No. 09157918.

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