Wren Sterling is a nationwide independent financial planning business with offices across the UK.
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지난 1년 간 점
모두 364개의 리뷰 보기
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Feefo 인증됨
1 year ago
Brilliant patient detailed consultant
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Feefo 인증됨
1 year ago
Professional and efficient
Extremely helpful and efficient
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Feefo 인증됨
1 year ago
Communication?
Not impressed, lack of communication. The apology was adequate.
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Feefo 인증됨
1 year ago
Annuity settlement
I was helped massively by Scott Lamont he was extremely helpful and communicated at every step making sure I understood everything.
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DB
Daniel Brearley
Feefo 인증됨
Staffordshire
1 year ago
Wren Sterling Financial Planning Limited에 대한 Daniel Brearley의 의견:
WS does nothing with bad feedback
I have given you feedback before about how awful your service is (not my adviser, your company). So you have had a complaint and feedback, neither of which you have bothered to respond to, so you’ll...
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Nick Moules
Wren Sterling Financial Planning Limited
1 year ago
Hi Daniel,
We’re sorry you had a disappointing recent experience but thank-you for taking the time to raise it. We want to let you know that your feedback has directly influenced a change in our systems, which means requests like yours bypass elements of our Operations process, dramatically reducing processing time. We’re continuing to prioritise accuracy and speed in how we work to deliver improved client experiences, even at our busiest periods.
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Feefo 인증됨
1 year ago
Company communication
I have a good relationship with my financial advisor and was not happy to receive a letter sent by the company in my advisor's name, but not sent by him and of which he had no knowledge. The...
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Feefo 인증됨
1 year ago
First Rate Service
I was very satisfied with the service which I received. Grant listened and understood my needs, planned accordingly and put everything in.place for me. I would recommend utilising the services at...
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PS
Philip Sapsford
Feefo 인증됨
York
1 year ago
Wren Sterling Financial Planning Limited에 대한 Philip Sapsford의 의견:
Wren Sterling
I find your firm and my Financial advisor very helpful when I ring up there is always someone that can help me
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Feefo 인증됨
1 year ago
Tax return slow in being completed, not returned yet, an email to original advisor unanswered.
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.