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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

137

16

5

4

3

165

valutazioni nell'ultimo anno

Visualizzazione di tutte le 283 recensioni
Cliente fidato
7 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
6 days ago
We're glad you had a positive experience - thanks for rating us!
Cliente fidato
8 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
6 days ago
We'll pass your kind words on to Pete - thanks for the review!
SB
Steven Bates
Glossop
9 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
6 days ago
Many thanks, Steven!
Cliente fidato
10 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
6 days 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
10 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
6 days ago
We'll pass on your kind words to Natalie, Marian. Thanks for leaving this review!
DM
Dean Marsland
Manchester
11 days ago
Data di acquisto: 06/06/2025
Ciò che Dean Marsland ha detto su Wren Sterling Financial Planning Limited:
Excellent as always.
Cliente fidato
11 days ago
Data di acquisto: 15/07/2025
Pension transfer
Timely professional and personal
Cliente fidato
11 days ago
Data di acquisto: 28/07/2025
Advice
Honest, straight forward advice
Cliente fidato
12 days ago
Data di acquisto: 26/06/2025
Dennis is very helpful and explains nice to talk to her
Good and efficient
Cliente fidato
12 days ago
Data di acquisto: 09/07/2025
Assessment after 6 months
Transfer from Howe Maxted Group was smooth. Glad to see our Financial advisor is with Wren Sterling as he always makes things simple to understand. He is an asset to the company.
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.