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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2 years ago
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Feefo 인증됨
2 years ago
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Feefo 인증됨
2 years ago
Savings withdrawal
Pleased to be guided by my trusted advisor who arranged withdrawals from my ISA account. He diligently sorted out an administrative complication. As ever, he kept me updated regularly.
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AM
Anthony Mowatt
Feefo 인증됨
St Helens
2 years ago
Wren Sterling Financial Planning Limited에 대한 Anthony Mowatt의 의견:
Annual Planning Review
We did not need to contact Wren to book an appointment as they wrote to us requesting the meeting. The meeting took place at a time and date that was suggested by us and so convenient for us.
Our...
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Nick Moules
Wren Sterling Financial Planning Limited
2 years ago
Thanks for taking to time to write this, Anthony. We've passed on your feedback to Gareth and his team for a job well done!
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Feefo 인증됨
2 years ago
Brilliant service staff were easy to talk too. They understood my needs I would definitely use wren sterling again.
Nick Moules
Wren Sterling Financial Planning Limited
2 years ago
Fantastic. Thanks for taking the time to write your review!
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MT
Margaret Taylor
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2 years ago
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Feefo 인증됨
2 years ago
Inaccurate Advice, Delayed Revised Advice and Poor Implementation
The initial advice on changing my portfolio to reflect my changed circumstances failed to meet my objectives.
It then took months to secure revised advice to reflect my needs.
It has then taken...
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Nick Moules
Wren Sterling Financial Planning Limited
2 years ago
Thank you for taking the time to leave this feedback. We are truly sorry you had this experience. Having spoken to all concerned, which included, the adviser, the area manager and the Financial Planning Director, we have instigated measures to ensure this situation is not repeated.
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Feefo 인증됨
2 years ago
Excellent, professional
I thought the Financial Services that they provided were in great detail and informative and their advice helped achieve what I needed.
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JL
Jane Loveridge
Feefo 인증됨
Grantham
2 years ago
Wren Sterling Financial Planning Limited에 대한 Jane Loveridge의 의견:
Successful pension result!
David Simons has offered good advice on my private pension which has now been converted to an annuity at a good rate of return. I'm very pleased with the outcome.
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.