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
10 months ago
Bi-annual Review
One to one meeting in person. Clear/concise advice.
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Feefo 인증됨
10 months ago
Just the best advice
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RS
Richard Stokes
Feefo 인증됨
GBR
10 months ago
Wren Sterling Financial Planning Limited에 대한 Richard Stokes의 의견:
Good professional service
Helpful and professional. I got the information I needed to make the appropriate decision.
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SH
Stuart and Cynthia Heywood
Feefo 인증됨
GBR
10 months ago
Wren Sterling Financial Planning Limited에 대한 Stuart and Cynthia Heywood의 의견:
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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GT
Graham Tubby
Feefo 인증됨
GBR
10 months ago
Wren Sterling Financial Planning Limited에 대한 Graham Tubby의 의견:
Very helpful
A Very Good Service. From Sharon
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Feefo 인증됨
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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Feefo 인증됨
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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Feefo 인증됨
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.
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KS
Kevin Stanton
Feefo 인증됨
GBR
10 months ago
Wren Sterling Financial Planning Limited에 대한 Kevin Stanton의 의견:
As above
Exact and helpful advice
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Feefo 인증됨
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.