Independent financial advice

Make a plan for tomorrow, today.

As we go about our busy lives we sometimes lose sight of the future and fail to put adequate plans in place. Financial planning can help you to feel more secure and reduce the worry of dealing with financial issues which can crop up unexpectedly from time to time – and even help you achieve life goals such as retiring early.

Whether you have a financial plan in place or not, it may be a good idea to talk to an expert independent financial advisor. We can introduce you to Wren Sterling who may be able to provide advice that may be right for you. 

Please remember, Saffron cannot offer you advice in this area and act solely as an introducer to Wren Sterling. It’s important you take the time to check their products and services are right for you.
 

What you can expect

An independent financial advisor (IFA) can review any plans you already have in place and help you create a new one.
They will work with you to establish your future financial requirements and identify the most suitable way of achieving them.
Independent financial advice can be very helpful. An experienced adviser will work with you to build your plan which will be relevant to your age and circumstances. So whether you are planning for retirement or looking to start a family, Wren Sterling may be able to advise you about how you can prepare for the future across a number of different areas:

• Investments
• Protection
• Equity release
• Pension advice and transfers
• Retirement Planning
• Tax advice
• Business advice (for example, company pension schemes and managing corporate pension risk)