Wren Sterling

Stand: 18

http://www.wrensterling.com

Wren Sterling works with numerous partners across the UK to provide financial advice to individual clients and businesses. We are the biggest partner in the building society market, supporting 11 of the 49 members of the Building Societies Association to provide whole of market advice in their branches and over the phone.

How do our Building Society partners benefit from offering access to Financial Advice?

Uncertainty about our finances can affect all of us, so partnering with Wren Sterling to offer in-branch independent financial advice can go a long way towards addressing that anxiety. We aim to help your members build, protect and preserve their wealth – and create a valuable income stream for you at the same time.

Importantly, because the service is provided in your branches and endorsed by you, it reflects well on your brand and our existing partners view it as a strong value-added service. We’re very experienced in launching and evolving these services – we train your people, provide marketing literature and adopt your values when advising your members.

What do we offer your customers?

Through our long-term approach to financial planning, we keep your members on course to achieve their goals, protect their loved ones from life’s financial shocks, and leave the legacy they’ve worked hard to create.

We offer a personal, one-to-one service where our expert advisers talk through your member’s financial situation, helping them decide how best to achieve their hopes and aspirations.

Our independent status allows us to recommend products from the whole of the market – meaning we’re not tied to any provider, and truly have your customer’s interests at heart.

Come and speak to us at our stand about launching your IFA service and we’ll happily refer you to one of our existing partners so you can see the benefits for yourself.

Our building society work in numbers

Since 2009, we’ve been working with the building society sector, growing their business and ours:

  • 11 active building society relationships
  • Over 14,000 building society members introduced to Wren Sterling
  • Over £1m in revenue passed back to our partners every year since 2015 and growing annually
  • £150m of investments made on behalf of building society members introduced to us
  • Over 150 building society branches supported across the UK
  • Telephone financial advice facility for out of area members