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Wren Sterling Financial Planning Limited Reviews

https://www.wrensterling.com

Rated

Excellent

Wren Sterling is a nationwide independent financial planning business with offices across the UK.

Service

4.6

107

ratings over the past year

Displaying all 210 reviews

Daniel Brearley

Staffordshire

1 month ago

Date of purchase: 04/04/2025

What Daniel Brearley said about Wren Sterling Financial Planning Limited:

WS does nothing with bad feedback

I have given you feedback before about how awful your service is (not my adviser, your company). So you have had a complaint and feedback, neither of which you have bothered to respond to, so you’ll...

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Nick Moules

Wren Sterling Financial Planning Limited

1 month ago

Hi Daniel, We’re sorry you had a disappointing recent experience but thank-you for taking the time to raise it. We want to let you know that your feedback has directly influenced a change in our systems, which means requests like yours bypass elements of our Operations process, dramatically reducing processing time. We’re continuing to prioritise accuracy and speed in how we work to deliver improved client experiences, even at our busiest periods.

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Trusted Customer

1 month ago

Date of purchase: 16/04/2025

Company communication

I have a good relationship with my financial advisor and was not happy to receive a letter sent by the company in my advisor's name, but not sent by him and of which he had no knowledge. The...

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Trusted Customer

1 month ago

Date of purchase: 03/04/2025

First Rate Service

I was very satisfied with the service which I received. Grant listened and understood my needs, planned accordingly and put everything in.place for me. I would recommend utilising the services at...

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Philip Sapsford

York

1 month ago

Date of purchase: 29/04/2025

What Philip Sapsford said about Wren Sterling Financial Planning Limited:

Wren Sterling

I find your firm and my Financial advisor very helpful when I ring up there is always someone that can help me

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Trusted Customer

1 month ago

Date of purchase: 28/04/2025

Tax return slow in being completed, not returned yet, an email to original advisor unanswered.

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Trusted Customer

1 month ago

Date of purchase: 30/04/2025

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Trusted Customer

2 months ago

Date of purchase: 22/04/2025

Andrew Mence advisor

This afternoon I had a financial meeting with Andrew Mence. He is such a pleasure to do business with and quickly grasps an individual’s needs. He elucidates concisely and accurately, giving details...

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Trusted Customer

2 months ago

Date of purchase: 31/03/2025

Not impressed

This is the first time I have dealt with wren Stirling and I was not impressed. It took 7 months for them to transfer a couple of pensions and to receive my tax free lump sum. If I need this to clear...

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Trusted Customer

2 months ago

Date of purchase: 19/03/2025

Give full, clear information at the outset in future please.

A bit like drawing teeth, one by one. If we had received clear, concise and full information at the outset, a lot of anxiety could have been avoided.

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Michael Ward

Stalybridge

2 months ago

Date of purchase: 19/03/2025

What Michael Ward said about Wren Sterling Financial Planning Limited:

Advice on drawdown & pension planning

Always easy to contact my adviser to discuss things & gain his advice when required & any follow up by your support team is excellent & efficient.

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About Wren Sterling Financial Planning Limited

Wren Sterling specialises in all aspects of savings, investments, retirement planning, and financial advice for businesses. Our purpose is to help create a better life for our clients and their families, now and for generations to come. We do this by making the complex simple, developing bespoke financial plans, and establishing long-term relationships that give our clients clarity, confidence and control.

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0370 1432 100

13-19 Derby Road, NOTTINGHAM, NG1 5AA, United Kingdom