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Wren Sterling Financial Planning Limited vélemények

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

Szolgáltatás
4.7
/5

5

4

3

2

1

135

16

5

4

3

163

értékelés az elmúlt évben

Mind a(z) 284 vélemény megjelenítése
VT
Victoria Tomlinson
11 days ago
Vásárlás dátuma: 19/08/2025
Mit mondott Victoria Tomlinson Wren Sterling Financial Planning Limited kereskedőről:
Melissa Ellis provided a professional, attentive and friendly service.
Melissa Ellis provided a professional, attentive and friendly service. She guided us through our different pensions, clearly explaining all the potential options whilst listening to our lifestyle...

Összes olvasása
Megbízható vevő
13 days ago
Vásárlás dátuma: 26/06/2025
Excellent service from Gary and Denise. Considering they only joined Wren recently, Gary is my Brother-in-law, the process was excellent.
Megbízható vevő
13 days ago
Vásárlás dátuma: 29/07/2025
First Class!
From being nervous to consult financial advice, to being completely assured we were in good and safe hands, our experience with Colin Brisco of Wren Sterling was a complete turn around for us. ...

Összes olvasása
Megbízható vevő
14 days ago
Vásárlás dátuma: 09/06/2025
The advice we had was tailored to our circumstances, by one of their advisors that we have dealt with for a few years now.
Megbízható vevő
17 days ago
Vásárlás dátuma: 02/06/2025
Recent financial planning review with Tim Bell.
As always, My financial advisor, Tim Bell, has done a great job in advising me on all aspects of my financial planning, especially as my health situation has recently changed.
MM
Michael Mockett
Menith Wood, worcestershire
17 days ago
Vásárlás dátuma: 23/06/2025
Mit mondott Michael Mockett Wren Sterling Financial Planning Limited kereskedőről:
Everything Mellisa has done so far has been thoughtful and complete
Mellisa Ellis has been extremely professional and attentive. It is still early days but we are comfortable with her handling our pension income.
Megbízható vevő
18 days ago
Vásárlás dátuma: 02/07/2025
Excellent personalised service
I get a personal service from Andrew, he understands my financial and retirement goals and has clarified what I need to do to achieve that. His only fault - a Spurs fan, but that doesn't effect his...

Összes olvasása
AJ
Anthony Johnson
Oxford
23 days ago
Vásárlás dátuma: 09/07/2025
Mit mondott Anthony Johnson Wren Sterling Financial Planning Limited kereskedőről:
Excellent
Very efficient and professional yet personable straightforward and confidence- instilling
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Nick Moules
Wren Sterling Financial Planning Limited
19 days ago
Thanks for leaving this review. We'll pass your kind words on to Andrew, your Financial Planner and his support team.
AJ
Anthony Johnson
19 days ago
Very satisfied with our relationship
WI
Wendy Ireland
Burntwood, nr Lichfield
19 days ago
Vásárlás dátuma: 01/07/2025
Mit mondott Wendy Ireland Wren Sterling Financial Planning Limited kereskedőről:
Meeting arranged promptly
Telephone message dealt with regarding an arrangement for a .meeting with Keith Stockdale.
Megbízható vevő
19 days ago
Vásárlás dátuma: 19/08/2025
Neil was an incredible help when completing our recent workplace re-enrolment!
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Nick Moules
Wren Sterling Financial Planning Limited
19 days ago
Thank-you for leaving this feedback. We'll pass on your kind words to Neil!
Róla: 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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13-19 Derby Road, NOTTINGHAM, NG1 5AA, United Kingdom
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Róla: 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.