Wren Sterling is a nationwide independent financial planning business with offices across the UK.
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61
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去年の評価数:
すべて( 364件)のレビューを表示中
信頼できるカスタマー
Feefoに#よる#検証#済み
10 months ago
Bi-annual Review
One to one meeting in person. Clear/concise advice.
0
共有
信頼できるカスタマー
Feefoに#よる#検証#済み
10 months ago
Just the best advice
0
共有
RS
Richard Stokes
Feefoに#よる#検証#済み
GBR
10 months ago
Richard StokesのWren Sterling Financial Planning Limitedに関するコメント:
Good professional service
Helpful and professional. I got the information I needed to make the appropriate decision.
0
共有
SH
Stuart and Cynthia Heywood
Feefoに#よる#検証#済み
GBR
10 months ago
Stuart and Cynthia HeywoodのWren Sterling Financial Planning Limitedに関するコメント:
As a retired pension consultant I know good advice when I see it.
Very professional and technically excellent across a broad range of investments and able to construct a portfolio in accordance with a clients attitude to risk. I have experienced excellent returns...
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0
共有
GT
Graham Tubby
Feefoに#よる#検証#済み
GBR
10 months ago
Graham TubbyのWren Sterling Financial Planning Limitedに関するコメント:
Very helpful
A Very Good Service. From Sharon
0
共有
信頼できるカスタマー
Feefoに#よる#検証#済み
10 months ago
Average Company
Lack of communication between client and advisor the further the transaction progressed. From start to finish it took over 4 months with one month no progress was made. I felt that as I had a small...
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0
共有
信頼できるカスタマー
Feefoに#よる#検証#済み
10 months ago
I would trust Keith Stockdale all day long, Sharon Penaluna has also been excellent in ensuring messages are passed on, but the service from the other advisor (I can't remember the lady's name) from...
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0
共有
信頼できるカスタマー
Feefoに#よる#検証#済み
10 months ago
Needs Must Come First
Excellent service and sound advice. Very thorough in planning future financial needs and how to achieve the required goals. Friendly too.
0
共有
KS
Kevin Stanton
Feefoに#よる#検証#済み
GBR
10 months ago
Kevin StantonのWren Sterling Financial Planning Limitedに関するコメント:
As above
Exact and helpful advice
0
共有
信頼できるカスタマー
Feefoに#よる#検証#済み
10 months ago
Retirement account
Clear and concise advice given, and this gave the confidence with this company
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.