Wren Sterling is a nationwide independent financial planning business with offices across the UK.
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4.6
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지난 1년 간 점
모두 364개의 리뷰 보기
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Feefo 인증됨
2 years ago
0
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KW
Kester Whitehead
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Heckington
2 years ago
Wren Sterling Financial Planning Limited에 대한 Kester Whitehead의 의견:
Slow action and lack of response
Had our annual review by Teams on 11th June at which we stated we wanted to start taking a monthly sum from our funds, and also to take a one off lump sum. Wren Sterling suggested that the sums for...
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1
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RP
Robert Pitblado
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Glenrothes
2 years ago
Wren Sterling Financial Planning Limited에 대한 Robert Pitblado의 의견:
Pension worries solved
First class. Very easy to deal with . Alistair explained everything he could do for us and moved our pension from a pension provider that was doing poorly to one that is doing much better. Alistair...
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Feefo 인증됨
2 years ago
Request fully done. Andrew handled my requirements
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HB
Harry Barnes
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buckley
2 years ago
Wren Sterling Financial Planning Limited에 대한 Harry Barnes의 의견:
Steve Bingham is a star.
As always Steve is easy to deal with and helps.
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Feefo 인증됨
2 years ago
Excellent
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Feefo 인증됨
2 years ago
Previously contact was via West Brom B. S. and this was the first time on the phone. It was OK this time (but probably is never as good as a face to face meeting).
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RS
Richard Spinks
Feefo 인증됨
2 years ago
Wren Sterling Financial Planning Limited에 대한 Richard Spinks의 의견:
Grandkids’ future
Helpful , thorough
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Feefo 인증됨
2 years ago
Thank you Danielle Bearfield
Danielle Bearfield was amazing. The best IFA I have spoken to. So thorough and explained every scenario and next steps so eloquently
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GM
Graeme Marshall
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Bo'ness
2 years ago
Wren Sterling Financial Planning Limited에 대한 Graeme Marshall의 의견:
Great Independent Financial Advisor
Mark, the Independent Financial Advisor, was friendly and professional, as always. I am very happy with the ongoing service and support.
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.