Wren Sterling
Mid-life financial MOT
Expiry Date 31/12/2025
Think of financial advice as an MOT for your money. You can talk to an expert and make sure that everything is on track.
Talking to an expert could save you time and give you clarity, confidence and control over your finances. Wren Sterling is offering a free initial 30 minute chat with one of our financial advisers to discuss your finances and any challenges you face. Here are some of the areas we cover:
· Investments – Deciding how to invest can be daunting. Whether you’re looking to start your investing, or re evaluate your existing portfolio, we can help.
· Retirement – Do you know when you can retire? How much you’ll have to live on? The decisions you may about your retirement can be irreversible. So whether you’re approaching retirement, or already drawing on your pension, you can ask an expert about your options.
Wren Sterling already looks after the Coventry & Warwick Chambers Group Pension for their employees. We invite you to talk to one of Wren Sterling’s experts and get peace of mind about your finances - Get in touch.
The value of your investments can fall as well as rise and is not guaranteed.