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Wren Sterling Financial Planning Limited Recensioni

Valutato
Eccezionale

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

Servizio
4.7
/5

5

4

3

2

1

132

16

5

4

3

160

valutazioni nell'ultimo anno

Visualizzazione di tutte le 278 recensioni
Cliente fidato
10 hours ago
Data di acquisto: 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...

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AJ
Anthony Johnson
Oxford
5 days ago
Data di acquisto: 09/07/2025
Ciò che Anthony Johnson ha detto su Wren Sterling Financial Planning Limited:
Excellent
Very efficient and professional yet personable straightforward and confidence- instilling
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Nick Moules
Wren Sterling Financial Planning Limited
1 day 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
1 day ago
Very satisfied with our relationship
WI
Wendy Ireland
Burntwood, nr Lichfield
1 day ago
Data di acquisto: 01/07/2025
Ciò che Wendy Ireland ha detto su Wren Sterling Financial Planning Limited:
Meeting arranged promptly
Telephone message dealt with regarding an arrangement for a .meeting with Keith Stockdale.
Cliente fidato
1 day ago
Data di acquisto: 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
1 day ago
Thank-you for leaving this feedback. We'll pass on your kind words to Neil!
Cliente fidato
1 day ago
Data di acquisto: 24/06/2025
Very happy with the service
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Nick Moules
Wren Sterling Financial Planning Limited
1 day ago
Thanks for taking the time to review Wren Sterling!
Cliente fidato
2 days ago
Data di acquisto: 29/07/2025
pension review
excellent service process explained all the way through
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Nick Moules
Wren Sterling Financial Planning Limited
1 day ago
We're glad you had a positive experience - thanks for rating us!
Cliente fidato
2 days ago
Data di acquisto: 21/07/2025
Would thoroughly recommend my adviser Pete Heale as part of Wren Sterling
very thorough and supportive always available to answer queries knowledgeable pleasant attitude
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Nick Moules
Wren Sterling Financial Planning Limited
1 day ago
We'll pass your kind words on to Pete - thanks for the review!
SB
Steven Bates
Glossop
4 days ago
Data di acquisto: 30/06/2025
Ciò che Steven Bates ha detto su Wren Sterling Financial Planning Limited:
Positive
Very good easy to get in touch with when needed
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Nick Moules
Wren Sterling Financial Planning Limited
1 day ago
Many thanks, Steven!
Cliente fidato
5 days ago
Data di acquisto: 30/07/2025
very helpful and all was explained to us in detail. the explanation was done in easy to understand langauge.
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Nick Moules
Wren Sterling Financial Planning Limited
1 day ago
We're glad you found the process easy to follow, as financial planning can be complex. We're working hard to use as much plain English as possible.
MF
Marian Foster
Cheshire
5 days ago
Data di acquisto: 03/07/2025
Ciò che Marian Foster ha detto su Wren Sterling Financial Planning Limited:
Excellent service. Always someone to speak to when required. Natalie my advisor is always so helpful with queries. I feel very confident invested with this company.
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Nick Moules
Wren Sterling Financial Planning Limited
1 day ago
We'll pass on your kind words to Natalie, Marian. Thanks for leaving this review!
Informazioni su 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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Informazioni su 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.