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Avaliações de Wren Sterling Financial Planning Limited

https://www.wrensterling.com
Classificado
Excepcional

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

Serviço
4.7
/5

5

4

3

2

1

138

16

5

4

3

166

classificações no último ano

Exibindo todas as 284 avaliações
VT
Victoria Tomlinson
3 days ago
Data da compra: 19/08/2025
O que Victoria Tomlinson disse sobre a Wren Sterling Financial Planning Limited:
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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Consumidor confiável
5 days ago
Data da compra: 26/06/2025
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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Consumidor confiável
6 days ago
Data da compra: 29/07/2025
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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Consumidor confiável
6 days ago
Data da compra: 09/06/2025
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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Consumidor confiável
9 days ago
Data da compra: 02/06/2025
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
Menith Wood, worcestershire
9 days ago
Data da compra: 23/06/2025
O que Michael Mockett disse sobre a Wren Sterling Financial Planning Limited:
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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Consumidor confiável
10 days ago
Data da compra: 02/07/2025
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
Oxford
16 days ago
Data da compra: 09/07/2025
O que Anthony Johnson disse sobre a Wren Sterling Financial Planning Limited:
Excellent
Very efficient and professional yet personable straightforward and confidence- instilling
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Nick Moules
Wren Sterling Financial Planning Limited
11 days 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
11 days ago
Very satisfied with our relationship
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WI
Wendy Ireland
Burntwood, nr Lichfield
11 days ago
Data da compra: 01/07/2025
O que Wendy Ireland disse sobre a Wren Sterling Financial Planning Limited:
Meeting arranged promptly
Telephone message dealt with regarding an arrangement for a .meeting with Keith Stockdale.
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Consumidor confiável
12 days ago
Data da compra: 19/08/2025
Neil was an incredible help when completing our recent workplace re-enrolment!
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Nick Moules
Wren Sterling Financial Planning Limited
11 days ago
Thank-you for leaving this feedback. We'll pass on your kind words to Neil!
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Sobre 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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0370 1432 100
13-19 Derby Road, NOTTINGHAM, NG1 5AA, United Kingdom
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Sobre 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.