New independent financial planning partnership launched with Wren Sterling
Independent financial advice is now available from our branches thanks to our new partnership with Nottingham-based independent financial advisers, Wren Sterling.
The service means that you can access independent financial advice from a Wren Sterling adviser at any of the Society’s branches in Mansfield, Chesterfield, Sutton and Kirkby by prior appointment. A financial review can also be conducted at home or over the phone for those not able to access the Society’s branch network.
Wren Sterling offer advice and support to clients throughout their financial journey, giving them the confidence to make the tough choices involved in growing their wealth and protecting themselves, their loved ones, and their legacy. Wren Sterling offer advice on:
- Family financial planning, including life protection and critical illness cover
- Pension, post-retirement and later-life planning
- Investment planning to help grow your wealth and/or income
- Corporate and Director financial planning
- Inheritance tax and estate planning
Richard Crisp, Commercial Development Executive at the Society, said the latest development was the perfect fit for The Mansfield:
“We’re delighted to be working with Wren Sterling. Their tailored personal service for financial advice complements our existing range of products and our focus on putting the customer at the heart of everything that we do.
Furthermore, we see the new partnership as offering real value to our local community. Even if you’re not an existing Mansfield Building Society customer, you can visit any of our branches and receive the highest quality independent financial advice. With some of the major banks cutting back on the service provided through their branches, we’re going the other way, adding to the options available to our valued customer base.”
Colin Hall, Director of Partnerships at Wren Sterling, said “The Mansfield are a highly regarded regional building society and we’re looking forward to enhancing the offer available through their branch network. We believe that our financial advisers should be approachable and by having the relationship with The Mansfield, more people will be able to get honest, clear and independent advice.”
Picture caption: Wren Sterling Independent Financial Advisor, Martin Mountain at our Mansfield branch
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.
Back to news