Whatever you want in the future, the best way to make it happen is to plan for it.
It's not always easy to know where to begin, so that's why we've teamed up with Wren Sterling and Accord Legal Services, to help you through the process.
The Tipton and Wren Sterling
We act as an introducer to Wren Sterling. Wren Sterling can offer you personalised, independent financial advice. They will look at your personal circumstances to recommend services that are most appropriate for you.
Providing advice on investment planning, retirement planning, passing on wealth and family financial planning and protection, they can help to find the best solution for you. Click below for more information.
To book an appointment, call us on 0121 557 2551, complete our online form or visit any one of our branches.
The Tipton and Accord Legal Services
We have partnered with Accord Legal Services, a nationally recognised provider of estate planning services. Through our partnership with Accord, their adviser Derek Dickson can provide you with estate planning advice, tailor made to your circumstances. This service can be provided in branch, or in the comfort of your own home.
Derek can provide you with advice on wills, lasting power of attorney and handling matters following a bereavement. Click below for more information.
To book an appointment with Derek Dickson, call us on 0121 557 2551, complete our online form or visit any of our branches.
Tipton & Coseley Building Society is an introducer to Wren Sterling for investments, retirement planning and protection. Wren Sterling is a trading name of Wren Sterling Financial Planning Limited, which is authorised and regulated by the Financial Conduct Authority. Registered No. 665653. Registered office: 13-19 Derby Road, Nottingham, NG1 5AA. Registered in England No. 09157918.
Tipton & Coseley Building Society is an introducer to Accord Legal Services Ltd for will writing, Lasting Powers of Attorney and bereavement advice. Accord Legal Services Ltd registered office is 51A Ormskirk Street, St Helens, Merseyside WA10 2SY. Accord Legal Services Ltd is a member of the Institute of Professional Willwriters. This offer is only applicable to members of The Tipton & Coseley Building Society that are over 18 years of age.