Financial Planning

When you’re facing important decisions about your finances, it can be hard to decide what to do. A financial adviser can help. Taking your personal circumstances into account, along with their expertise, they can help you with financial planning and making tough decisions that will affect your future.

That’s why we’ve teamed up with Wren Sterling. By working together since 2008, we’ve brought financial advice to our high street locations to support our members with their financial planning.

Who are Wren Sterling?

We chose Wren Sterling because they’re a nationwide firm of independent financial advisers (IFA). That means they’re unbiased and take an approach which looks at the ‘whole picture’ of their customer’s plans to help them work towards their financial goals.

How can financial advice help me?

With the Loughborough, you can access financial advice in branch with a trusted expert helping you to achieve your financial goals.

What is financial advice?

Financial advice is like an MOT for your money. We all need to check our plans from time to time to make sure everything is working as it should. Our finances are no different. Wren Sterling’s advisers can be the expert by your side, helping you make sure your money is working hard. They can help you with:

• Investments – our advisers can help you create or review your investment portfolio
• Retirement planning – take control of your pension plans and find out what your future income will look like
• Financial planning in retirement – decide how your assets will provide a retirement income
• Estate planning – plan your legacy and get to grips with inheritance tax

What are the benefits of seeing a financial advisor?

How you want to use your money is personal, and sometimes you must make decisions about how to use your money with your head – not your heart. A financial adviser can keep you on track to achieve your goals.

Financial advice is specific to you. Your adviser will get to know you and your circumstances, and discuss the most suitable ways to achieve your goals. Your Wren Sterling adviser can advise on all topics of financial planning, and being independent means your adviser can offer products from the whole of the market — not just the ones from the high street.

Get our latest insights

Download our brochure to find out more

Talk to a financial adviser

Not sure if you’d benefit from financial advice? Have a chat with a Wren Sterling adviser. This is a no-obligation meeting for you to talk about your financial plans and where you need support. Your adviser will let you know how they could help.

No chargeable work will be undertaken without your agreement.

The value of an investment can go down as well as up. Capital is at risk.

The Financial Conduct Authority does not regulate taxation, estate planning, and trust advice & will writing.

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Loughborough Building Society acts an introducer to Wren Sterling for investments, pensions and protection.  Wren Sterling is a trading name of Wren Sterling Financial Planning Ltd which is authorised and regulated by the Financial Conduct Authority. The Financial Services Register number is 665653. Registered office 13-19 Derby Road, Nottingham NG1 5AA. Registered in England No. 09157918.