Our Financial Advice Partners

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.

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.