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Financial planning

For your financial journey

The service is tailored for businesses and business owners and doesn’t stop at auto enrolment. The service also covers private medical insurance, flexible and voluntary benefits that can be built in and reviewed regularly.

How you'll benefit
You may have heard of Wren Sterling, the financial planning experts behind bira pensions. Well, now you can access a full range of financial planning services at a specially negotiated discount too. There are two elements to this service:

For businesses

  • Free initial consultation
  • 10% discount on all fees
  • Experienced consultants who will take time to truly understand your business before proceeding

For business owners

  • Free initial consultation
  • 10% discount on all fees
  • Personalised financial plan and regular reviews to guide you towards your financial goals

This service allows you to carry on doing what you do best – running your business- with the peace of mind that your personal finances are in the best possible shape.


Wren Sterling is a trading name of Wren Sterling Financial Planning Limited, which is authorised and regulated by the Financial Conduct Authority, Financial Services Register number 665653. Registered office: Castle Marina Road, Castle Bridge Office, Nottingham NG7 1TN. Registered in England No. 09157918.

Wren Sterling offers advice on a full suite of business protection services including keyperson protection, shareholder protection, business continuity planning and relevant life policies. They provide financial education workshops, so your employees can fully understand the state pension, their company pension and associated benefits.

They also provide a range of employee benefits solutions, including a full review of your existing arrangements and recommendations on new arrangements that best fit your business strategy.

Services:

  • Auto enrolment
  • Employee benefits
  • Financial education
  • Business assurance
  • Succession planning

Business owners often have bespoke financial planning requirements as they straddle business ownership and personal financial planning. Wren Sterling specialise in all aspects of investments, protection, retirement planning, inheritance tax planning, executive pension planning and profit extraction and exit strategies.

By understanding you and your business they’re able to ensure they’re advising in complete knowledge of your entire circumstances and can advise on the most appropriate course of action. They’re also on hand to talk to employees about their financial planning arrangements and all fees will be disclosed to you before any work takes place.

Services:

  • Investments Protection
  • Planning for retirement
  • Passing on wealth and inheritance tax
  • Family financial planning

Start planning your finances

bira members can login to access exclusive information

If you’re already a bira member and want to take advantage of this service, simply login to view more information on how to get started.

If you’re not currently a bira member, but you are interested in preferential member benefits, find out more by joining us.

Alternatively, you can contact our membership team on 0800 028 0245
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