Perspective Financial Group has announced its Chorley-based office, Shirebrook Wealth Management, has agreed a formal arrangement with Chorley Building Society to offer its members access to whole of market financial advice.
As part of the service, members of Chorley Building Society will be able to speak to a financial adviser in branch, at any branch, or arrange for a home visit.
Chorley Building Society offers savings, mortgages and insurance products across three branches in Chorley and Leyland. Shirebrook is to support this by offering advice to Chorley Building Society members around investments, retirement planning, protection and tax planning.
“We are delighted to have agreed this arrangement to work with Chorley Building Society in order to serve the best interests of its members,” said Martin Sumner, Managing Director at Shirebrook Wealth Management.
“We have worked with The Society for a number of years and have now jointly decided that their members will benefit from a more formal arrangement. Chorley Building Society offers members some fantastic products and we believe there is scope for members to receive holistic financial planning through a relationship they can trust.
“The Chorley Building Society motto is ‘traditional values in a modern world’ and we believe our approach of traditional face-to-face financial advice and getting to know the needs of our clients will complement this.
“The RDR has been introduced to ensure clients of financial advisers are offered a transparent, fair and consistent charging system; are clear about the service they receive and receive advice from highly qualified professionals. In light of these changes, many high-street banks are distancing themselves from providing customers with advice so it is refreshing that Chorley Building Society isn’t shying away from the best interests of its members. We are delighted to be working with such a forward-thinking local organisation.”
Stephen Penlington, chief executive at Chorley Building Society, added: “From speaking to our members we are aware that they often want help with financial planning but currently don’t know how best to find advisers they can trust.
“Having known the team at Shirebrook for some time, we are delighted to be able to offer their skills and services to our members as trusted and fully RDR-ready advisers.
“This relationship provides the opportunity for Chorley Building Society to focus on our core offering of excellent savings, mortgages and insurance products whilst enhancing the benefits to our members by giving them access to the financial advice they require from Shirebrook, a local, trusted advisory practice.”
