Perspective and Chorley link up
As part of the deal Chorley members will be able to speak to a financial adviser in branch, or at home, to receive advice on investments, retirement planning, protection and tax planning.
Stephen Penlington, chief executive at Chorley, said: “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.”
Martin Sumner, managing director at Shirebrook Wealth Management, added: “We are delighted to have agreed this arrangement to work with Chorley Building Society in order to serve the best interests of its members.
“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.”