Very long delay moving investments onto the platform. 12 months now and still not everything is sorted.
0
共有
信頼できるカスタマー
Feefoに#よる#検証#済み
2 years ago
Excellent service
0
共有
MB
Michael Ball
Feefoに#よる#検証#済み
Cheddleton nr leek Staffordshire
2 years ago
Michael BallのWren Sterling Financial Planning Limitedに関するコメント:
Pension plan
Nik radojcic was very helpful sorting out my pension plan and he was very understandable and explain everything what was going on excellent service
0
共有
信頼できるカスタマー
Feefoに#よる#検証#済み
2 years ago
Investing inheritance
Nik was very helpful knowledgeable and professional. He took time to explain products which would be best for me. He addressed my concerns and always contacted me if I needed to phone or email him.
0
共有
MD
Michael Davies
Feefoに#よる#検証#済み
2 years ago
Michael DaviesのWren Sterling Financial Planning Limitedに関するコメント:
How was very clear and a plan was made going forward.
Friendly advisor who both listens and advises and discusses options in an understandable manner. Outcome was 'tailored' to my specific requirements and amount of risk prepared to be taken.
0
共有
GR
George Runcie
Feefoに#よる#検証#済み
2 years ago
0
共有
SH
Stephen Herbert
Feefoに#よる#検証#済み
2 years ago
Stephen HerbertのWren Sterling Financial Planning Limitedに関するコメント:
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.
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.