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Wren Sterling Financial Planning Limited Omdömen

https://www.wrensterling.com
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Wren Sterling is a nationwide independent financial planning business with offices across the UK.

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4.7
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Betrodd kund
13 hours ago
Köpdatum: 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
5 days ago
Köpdatum: 09/07/2025
Vad Anthony Johnson sa om 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
1 day 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 day ago
Very satisfied with our relationship
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WI
Wendy Ireland
Burntwood, nr Lichfield
1 day ago
Köpdatum: 01/07/2025
Vad Wendy Ireland sa om 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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Betrodd kund
1 day ago
Köpdatum: 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
1 day ago
Thank-you for leaving this feedback. We'll pass on your kind words to Neil!
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Betrodd kund
1 day ago
Köpdatum: 24/06/2025
Very happy with the service
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Nick Moules
Wren Sterling Financial Planning Limited
1 day ago
Thanks for taking the time to review Wren Sterling!
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Betrodd kund
2 days ago
Köpdatum: 29/07/2025
pension review
excellent service process explained all the way through
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Nick Moules
Wren Sterling Financial Planning Limited
1 day ago
We're glad you had a positive experience - thanks for rating us!
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Betrodd kund
2 days ago
Köpdatum: 21/07/2025
Would thoroughly recommend my adviser Pete Heale as part of Wren Sterling
very thorough and supportive always available to answer queries knowledgeable pleasant attitude
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Nick Moules
Wren Sterling Financial Planning Limited
1 day ago
We'll pass your kind words on to Pete - thanks for the review!
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Steven Bates
Glossop
4 days ago
Köpdatum: 30/06/2025
Vad Steven Bates sa om Wren Sterling Financial Planning Limited:
Positive
Very good easy to get in touch with when needed
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Nick Moules
Wren Sterling Financial Planning Limited
1 day ago
Many thanks, Steven!
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Betrodd kund
5 days ago
Köpdatum: 30/07/2025
very helpful and all was explained to us in detail. the explanation was done in easy to understand langauge.
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Nick Moules
Wren Sterling Financial Planning Limited
1 day ago
We're glad you found the process easy to follow, as financial planning can be complex. We're working hard to use as much plain English as possible.
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Marian Foster
Cheshire
5 days ago
Köpdatum: 03/07/2025
Vad Marian Foster sa om Wren Sterling Financial Planning Limited:
Excellent service. Always someone to speak to when required. Natalie my advisor is always so helpful with queries. I feel very confident invested with this company.
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Nick Moules
Wren Sterling Financial Planning Limited
1 day ago
We'll pass on your kind words to Natalie, Marian. Thanks for leaving this review!
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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.
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0370 1432 100
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.