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Wren Sterling Financial Planning Limited-anmeldelser

Vurdert
Utmerket

Wren Sterling is a nationwide independent financial planning business with offices across the UK.

Service
4.6
/5

5

4

3

2

1

83

10

5

3

3

104

vurderinger det siste året

Viser alle 220 anmeldelser
VW
Veronica White
14 days ago
Kjøpsdato: 14/05/2025
Pålitelig kunde
15 days ago
Kjøpsdato: 22/05/2025
Excellent team
Very customer focussed, nothing is too much trouble
JS
James Shelley
Salisbury
15 days ago
Kjøpsdato: 29/05/2025
Hva James Shelley sa om Wren Sterling Financial Planning Limited:
Reassuring
Well explained advice giving great confidence
TW
Timothy Wilkinson
Cheadle Hulme
16 days ago
Kjøpsdato: 21/05/2025
Hva Timothy Wilkinson sa om Wren Sterling Financial Planning Limited:
Great service
My financial advisor is very proactive with our portfolio. Always available for an email conversation or a chat. We are very happy with Darren
HM
Hugh Macdonald
Stainforth, Settle
16 days ago
Kjøpsdato: 14/05/2025
Hva Hugh Macdonald sa om Wren Sterling Financial Planning Limited:
As always, the response was fast, efficient & accurate.
Pålitelig kunde
16 days ago
Kjøpsdato: 13/05/2025
Good service
I’m very happy with the service received including the regular updates/ notifications from Transac.
Pålitelig kunde
16 days ago
Kjøpsdato: 14/05/2025
Brilliant patient detailed consultant
Pålitelig kunde
16 days ago
Kjøpsdato: 21/05/2025
Professional and efficient
Extremely helpful and efficient
Pålitelig kunde
16 days ago
Kjøpsdato: 30/05/2025
Communication?
Not impressed, lack of communication. The apology was adequate.
Pålitelig kunde
16 days ago
Kjøpsdato: 09/05/2025
Annuity settlement
I was helped massively by Scott Lamont he was extremely helpful and communicated at every step making sure I understood everything.
Om Wren Sterling Financial Planning Limited
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.
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13-19 Derby Road, NOTTINGHAM, NG1 5AA, United Kingdom
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Om Wren Sterling Financial Planning Limited
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.