Financial planning for a secure future

You may be preparing to buy your first home, planning to get married or have children. While money may be stretched, taking stock of your finances can be a prudent move.
A good financial adviser can help you:
  • Protect your loved ones and all your assets
  • Manage or reduce your outgoings or debts
  • Pay extra off your mortgage
  • Streamline your finances as a couple
  • Create a financial plan to support your partner and/or children

Protection

No one wants to think about it, but if you were diagnosed with a critical illness or you weren’t able to work for a while, how would you cope financially? If the worst were to happen, you would not leave your loved ones with a heavy financial burden if you had protection in place.

Critical illness insurance

In the event that you were critically ill, this cover could provide a lump sum and take care of medical fees, rehabilitation, after care and the inevitable lifestyle changes that may follow.

Life insurance

A guaranteed dinner party conversation stopper, death is not a topic anyone wants to discuss. But in the event of your death, your life insurance would help your family with either a lump sum to help cover some or all your mortgage repayments, or provide on-going monthly payments.

Income protection

If you’re unable to work due to injury or illness, your income protection insurance could provide a tax-free income replacement during your convalescence, until you are able to return to work again.

Retirement planning

With mortgage repayments, bills, children’s clothes, a new car or home improvement loans, you may feel that your financial commitments are at their limit and that planning for your future is unrealistic. However, saving for your pension is more important and easier than you may think. A pension plan is not some complicated and boring process that should be put off or forgotten– but a great tax advantage to help you save for your future. And it’s never too early or too late to start planning for the future. Whether you’re at the start of your pension journey, or have had a pension for a while, talking to a financial adviser will help ensure that when you want to retire, you have the funds to enjoy life. 

Saving for the future

Whether you’re planning for a family holiday or for your children’s education, you’re going to have to save. With the right savings you can create a financially stable future for your family.  With the right advice regular saving can be simpler than you expect, and can fit in with your lifestyle. Putting away money in the early days could mean retiring at your chosen age, purchasing your home outright or ensuring you can help your children through further education. A financial adviser can work out how much you’ll need and then devise a plan to pay for the future. 

Wren Sterling financial advisers

We believe Wren Sterling is the perfect choice to provide our customers with expert financial advice. They have helped countless customers to realise their financial goals. And unlike some advisers, they are known for their patience and friendly manner. As Independent Financial Advisers, authorised and regulated by the Financial Conduct Authority (FCA), Wren Sterling is able to select the best products to suit your needs from the entire marketplace.

Make an appointment today

Whilst there’s plenty of guidance available, getting the right advice from a qualified adviser is worth its weight in gold. For a no-obligation appointment phone or pop into your local branch for a chat.


Make an appointment today

Whilst there’s plenty of guidance available, getting the right advice from a qualified adviser is worth its weight in gold. For a no-obligation appointment, phone or pop into your local branch for a chat. Talk to our customer service team about the best approach for you.

Keep in touch

Our monthly newsletter is full of interesting information for our customers. As well as the latest news and events from your Society, it includes information about new products, competitions and money-saving tips.

Make an appointment today

Whilst there’s plenty of guidance available, getting the right advice from a qualified adviser is worth its weight in gold. For a no-obligation appointment, phone or pop into your local branch for a chat. Talk to our customer service team about the best approach for you.

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