Wren Sterling is a nationwide independent financial planning business with offices across the UK.
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去年の評価数:
すべて( 364件)のレビューを表示中
SB
Stephanie O'Brien
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2 years ago
0
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信頼できるカスタマー
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2 years ago
Knowledgeable and approachable
Exactly what I needed. Friendly but professional.
0
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JS
John S
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Uddingston
2 years ago
John SのWren Sterling Financial Planning Limitedに関するコメント:
Good experience.
I have always received comprehensive advice from Anthony Bilan backed up by substantial due diligence, which has proved very effective so far. Growth has been evident from the first month of capital...
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0
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信頼できるカスタマー
Feefoに#よる#検証#済み
2 years ago
professional and efficient. Advisor friendly and knowledgeable
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RB
Richard Brereton
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Stoke-on-Trent
2 years ago
Richard BreretonのWren Sterling Financial Planning Limitedに関するコメント:
Wren Sterling review July 2024
very professional service and sound advice and guidance from your advisor
0
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信頼できるカスタマー
Feefoに#よる#検証#済み
2 years ago
From our initial enquiry everything has been spot on.
Excellent, nothing to complain about.
0
共有
信頼できるカスタマー
Feefoに#よる#検証#済み
2 years ago
Great Service
The overall service is great and our Financial Adviser and his Administrator are excellent.
One thing that would make the service even better would be to have an “out of office” notification for...
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0
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信頼できるカスタマー
Feefoに#よる#検証#済み
2 years ago
Our first meeting with Cheryl Batchelor
Its been fine now we have a permanent financial advisor, we had a good meeting with Cheryl and she has tweaked our investments which we hope will do well. Additionally which we weren’t aware of until...
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.