What is financial advice?

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

Mansfield and Wren Sterling

We’ve teamed up with Wren Sterling to help members make the most of their finances. Financial advice is a bit like an MOT for your money – you can talk to an expert and make sure that everything is still on track.

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.

Contact us on 01623 676350 or visit one of our branches in Mansfield, Chesterfield, Sutton, or Kirkby to speak to an advisor and find out more.

What are the benefits of financial advice?

Financial advice is as unique as you are. Talking to a qualified expert can help you focus on what you want to achieve, and find a path to get there. Want to retire earlier? Invest a windfall? Protect against the unexpected? Wren Sterling can help.

How can financial advice help you?

• Help you focus on the long term
• Provide guidance
• Make financial topics clear and easy to understand
• Help select investments to meet your needs

What to expect from Wren Sterling

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.

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 registered trademark of Wren Sterling Financial Planning Limited. All Rights Reserved. Wren Sterling is a trading name of Wren Sterling Financial Planning Limited, which is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No. 665653 at https://register.fca.org.uk. Registered office: 13-19 Derby Road, Nottingham NG1 5AA. Registered in England No. 09157918. VAT Number: 219 8129 91.