The Mansfield Building Society

Financial Planning

At the Mansfield Building Society, we’re delighted to offer a range of financial planning solutions, including independent advice on investments, pensions and protection with Wren Sterling as well as prepaid funeral plans with Dignity.

Our partnership with Wren Sterling allows you to access advice on investments, pensions and protection including support on inheritance tax planning, long-term care, and planning for school or university fees.

The service means that whole of market financial planning advice can be accessed by a Wren Sterling adviser at any of the Society’s branches in Mansfield, Chesterfield, Sutton and Kirkby by prior appointment. A financial advice interview can also be conducted at home or over the phone for those not able to access the Society’s branch network.

We also offer prepaid funeral plans brought to you in partnership with Dignity, one of the UK’s leading funeral plan providers.

A funeral plan allows you to take control of the financing and arranging of your own funeral so that your loved ones do not have the expense or the worry of doing so in the event of your death.
The plans that we offer in partnership with Dignity are available to everyone aged 50 or over and there are no health restrictions or medical questions required.

 

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

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.

Mansfield Building Society acts as an introducer to Dignity Pre Arrangement Limited for Prepaid Funeral Plans. 

Prepaid Funeral Plans are provided by Dignity Pre Arrangement Limited who are regulated by the Funeral Planning Authority. Dignity Pre Arrangement Limited is registered in England no. 1862158. Registered Office 4 King Edwards Court, King Edwards Square, Sutton Coldfield, West Midlands B73 6AP. 

At the Mansfield Building Society, we’re delighted to offer a range of financial planning solutions, including independent advice on investments, pensions and protection with Wren Sterling as well as prepaid funeral plans with Dignity.

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Date printed: 19 October, 2017 09:03


The Mansfield Building Society is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Reference number 206049.
Member of the Building Societies Association.