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
VT
Victoria Tomlinson
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1 year ago
Victoria TomlinsonのWren Sterling Financial Planning Limitedに関するコメント:
Melissa Ellis provided a professional, attentive and friendly service.
Melissa Ellis provided a professional, attentive and friendly service. She guided us through our different pensions, clearly explaining all the potential options whilst listening to our lifestyle...
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信頼できるカスタマー
Feefoに#よる#検証#済み
1 year ago
Excellent service from Gary and Denise.
Considering they only joined Wren recently, Gary is my Brother-in-law, the process was excellent.
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信頼できるカスタマー
Feefoに#よる#検証#済み
1 year ago
First Class!
From being nervous to consult financial advice, to being completely assured we were in good and safe hands, our experience with Colin Brisco of Wren Sterling was a complete turn around for us. ...
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信頼できるカスタマー
Feefoに#よる#検証#済み
1 year ago
The advice we had was tailored to our circumstances, by one of their advisors that we have dealt with for a few years now.
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信頼できるカスタマー
Feefoに#よる#検証#済み
1 year ago
Recent financial planning review with Tim Bell.
As always, My financial advisor, Tim Bell, has done a great job in advising me on all aspects of my financial planning, especially as my health situation has recently changed.
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MM
Michael Mockett
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Menith Wood, worcestershire
1 year ago
Michael MockettのWren Sterling Financial Planning Limitedに関するコメント:
Everything Mellisa has done so far has been thoughtful and complete
Mellisa Ellis has been extremely professional and attentive. It is still early days but we are comfortable with her handling our pension income.
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信頼できるカスタマー
Feefoに#よる#検証#済み
1 year ago
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
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Oxford
1 year ago
Anthony JohnsonのWren Sterling Financial Planning Limitedに関するコメント:
Excellent
Very efficient and professional yet personable straightforward and confidence- instilling
Nick Moules
Wren Sterling Financial Planning Limited
1 year ago
Thanks for leaving this review. We'll pass your kind words on to Andrew, your Financial Planner and his support team.
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.