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Wren Sterling Financial Planning Limited Değerlendirmeler

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

Hizmet
4.7
/5

5

4

3

2

1

134

16

5

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3

162

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280 değerlendirmenin tümü gösteriliyor
Güvenilir Müşteri
1 day ago
Alışveriş tarihi: 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
1 day ago
Alışveriş tarihi: 23/06/2025
Michael Mockett, Wren Sterling Financial Planning Limited hakkında ne dedi?:
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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Güvenilir Müşteri
2 days ago
Alışveriş tarihi: 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
7 days ago
Alışveriş tarihi: 09/07/2025
Anthony Johnson, Wren Sterling Financial Planning Limited hakkında ne dedi?:
Excellent
Very efficient and professional yet personable straightforward and confidence- instilling
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Nick Moules
Wren Sterling Financial Planning Limited
3 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
3 days ago
Very satisfied with our relationship
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WI
Wendy Ireland
Burntwood, nr Lichfield
3 days ago
Alışveriş tarihi: 01/07/2025
Wendy Ireland, Wren Sterling Financial Planning Limited hakkında ne dedi?:
Meeting arranged promptly
Telephone message dealt with regarding an arrangement for a .meeting with Keith Stockdale.
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Güvenilir Müşteri
3 days ago
Alışveriş tarihi: 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
3 days ago
Thank-you for leaving this feedback. We'll pass on your kind words to Neil!
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Güvenilir Müşteri
3 days ago
Alışveriş tarihi: 24/06/2025
Very happy with the service
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Nick Moules
Wren Sterling Financial Planning Limited
3 days ago
Thanks for taking the time to review Wren Sterling!
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Güvenilir Müşteri
4 days ago
Alışveriş tarihi: 29/07/2025
pension review
excellent service process explained all the way through
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Nick Moules
Wren Sterling Financial Planning Limited
3 days ago
We're glad you had a positive experience - thanks for rating us!
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Güvenilir Müşteri
4 days ago
Alışveriş tarihi: 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
3 days ago
We'll pass your kind words on to Pete - thanks for the review!
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SB
Steven Bates
Glossop
6 days ago
Alışveriş tarihi: 30/06/2025
Steven Bates, Wren Sterling Financial Planning Limited hakkında ne dedi?:
Positive
Very good easy to get in touch with when needed
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Nick Moules
Wren Sterling Financial Planning Limited
3 days ago
Many thanks, Steven!
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Wren Sterling Financial Planning Limited hakkında
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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Wren Sterling Financial Planning Limited hakkında
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.