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
VT
Victoria Tomlinson
Feefo 인증됨
1 year ago
Wren Sterling Financial Planning Limited에 대한 Victoria Tomlinson의 의견:
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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Feefo 인증됨
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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Feefo 인증됨
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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Feefo 인증됨
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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Feefo 인증됨
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
Feefo 인증됨
Menith Wood, worcestershire
1 year ago
Wren Sterling Financial Planning Limited에 대한 Michael Mockett의 의견:
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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Feefo 인증됨
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
Feefo 인증됨
Oxford
1 year ago
Wren Sterling Financial Planning Limited에 대한 Anthony Johnson의 의견:
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.
AJ
Anthony Johnson
1 year ago
Very satisfied with our relationship
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WI
Wendy Ireland
Feefo 인증됨
Burntwood, nr Lichfield
1 year ago
Wren Sterling Financial Planning Limited에 대한 Wendy Ireland의 의견:
Meeting arranged promptly
Telephone message dealt with regarding an arrangement for a .meeting with Keith Stockdale.
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Feefo 인증됨
1 year ago
Neil was an incredible help when completing our recent workplace re-enrolment!
Nick Moules
Wren Sterling Financial Planning Limited
1 year ago
Thank-you for leaving this feedback. We'll pass on your kind words to Neil!
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.