Wren Sterling
Wren Sterling is a financial services company based in Nottingham, England. They specialize in providing financial advising services to their clients. With a focus on personalized solutions, Wren Sterling helps individuals and businesses achieve their financial goals.
Introduction to Wren Sterling
Wren Sterling is a financial services company based in Nottingham, England. The company was founded in 2015 and has quickly made a name for itself in the industry due to its unique approach to financial advising services. They prioritize building long-term relationships with their clients and providing personalized financial advice to help clients achieve their goals.Services & products
Wren Sterling offers a range of financial advising services, including retirement planning, investment management, and estate planning. They also offer insurance products, such as life insurance and critical illness cover. Their team of experienced financial advisors works with clients to create customized financial plans that align with their goals and values.Location
Wren Sterling is located on Derby Road in Nottingham, a bustling area known for its shops, restaurants, and businesses. The area is easily accessible by public transportation, with the closest options being Nottingham Station (0.6 miles), Nottingham Trent University tram stop (0.2 miles), and Victoria Centre bus station (0.3 miles).Benefits
Customers choose Wren Sterling because of their personalized approach to financial advising services. Their team of experienced advisors takes the time to understand each client's unique financial situation and goals, and works with them to create a tailored financial plan. They also prioritize building long-term relationships with their clients to ensure they are supported throughout their financial journey.Good to know
Customers should be aware that Wren Sterling is a fee-based financial advising service, meaning they charge a fee for their services rather than relying on commissions. However, their transparent fee structure ensures that clients understand exactly what they are paying for and can trust that their advisor has their best interests in mind.Reviews
Customers rave about the personalized service they receive from Wren Sterling's team of financial advisors. They appreciate the time and care the advisors take to create customized financial plans that align with their goals. Many also note that the transparent fee structure sets Wren Sterling apart from other financial advising services.Amenities
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free consultation -
online services
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investment advice
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retirement planning
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tax planning
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insurance services
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asset management
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budgeting assistance
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debt management
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credit counseling
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estate planning
FAQ
What is your experience and qualifications in providing financial advising services?
We have a team of experienced financial advisors who have a range of qualifications, including Chartered Financial Planner and Certified Financial Planner. We also hold a number of industry accreditations and are regulated by the Financial Conduct Authority.What types of financial services do you offer?
We offer a wide range of financial services, including but not limited to investment planning, retirement planning, inheritance tax planning, and protection planning such as life insurance and critical illness cover.How do you customize your services to meet individual client needs?
We take a holistic approach to financial planning and tailor our services to meet the individual needs and goals of our clients. This involves getting to know our clients, their financial situation, and their aspirations. We then create a bespoke financial plan that is designed to help them achieve their objectives.How do you charge for your services and what are the fees?
Our fees vary depending on the complexity of the work involved. We are transparent about our fees and will always provide a clear breakdown of costs before any work is carried out. We operate on a fee-based model, which means we do not receive commission for any products we recommend.What is your process for monitoring and adjusting investment portfolios?
We have a dedicated investment team who monitor our clients' portfolios on an ongoing basis. We use a range of tools and techniques to ensure that our clients' investments remain on track to meet their objectives. If any adjustments need to be made, we will discuss these with our clients and make the necessary changes in line with their goals and risk tolerance.Reviews
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Russ S
Hopeless first contact with this firm. The contact gave me two definite advisors names then cancelled on subsequent phone calls. Then she cancelled the day and finally we settled on a third advisor and another date. Do I have confidence in this firm to handle my affairs-not really!!!
28-10-2022
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William McDonald
I am sorry to say that my experience with Wren Sterling was unsatisfactory in nearly all respects from the initial contact when telephone appointments were made and subsequently cancelled at short notice and when the telephone interview took place the stated remit of the interviewer was exceeded and the final named interviewer was incorrect. This along with spelling errors in correspondence led me to consider that I was dealing with an unprofessional organisation. First impressions are vitally important in any relationship. Ultimately I agreed with and accepted Wren Sterling’s recommendation.
28-08-2022
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Ian Miller
My mother has her investments with this company. Over the last year, my mother has development dementia and now needs round-the-clock care which is very expensive. I need to draw down from her investments to fund this. In spite of having informed Wren Sterling of this requirement during the summer and given explicit instructions last month, nothing has happened and within a couple of weeks, we will run out of money. I cannot get any response out of the company. Further update: In the last week, I have had some contact from the company. I have had to fill in forms and provide various documents. I was promised that the money would be in her account today. It wasn’t. Further update (two weeks later): Another two weeks, have passed and we still have no received any of the requested funds. Today I was promised that the money will be paid tomorrow. This is the third day running that I have been told we will have the funds the next day, but I am still waiting. There really is no point in having savings if you cannot access them when you need them. Beware that with Wren Sterling, you may not have access to them for long time. It is now over seven weeks since I give specific instructions about payment and they have still not executed them.
28-05-2022
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Bernice Davies
Positive: Professionalism, Responsiveness
28-05-2022
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Steve Palmerini
We have been happy with our financial advisor, Mandip Sidhu. He is a good listener; acknowledging and addressing any concerns and questions we have had. Mandip explains everything clearly and thoroughly. We have felt confident working with him.
28-05-2021
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Alan Elwis
I have been a client of David Simons for a number of years and prior to the old companies merger with Wren Sterling. I cannot praise him enough with regard to his professionalism, subject knowledge, help, guidance and advise concerning all things of a financial nature. He has gone out of his way to help me with financial matters on the periphery of my investments and all his advise has been excellent. I give 5 stars to Divid and a big thank you.
28-05-2021
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Hart Land
I know times are difficult at present but having been given two phone numbers that only went to answerphone numerous times throughout an entire day, a specific email address a partial chat conversation and a web based enquiry I eventually received a call back. If you are on reduced staffing please provide some expectation in some kind of response or voice message on the phone, it would at least reduce frustration at an apparent lack of response.
28-05-2021
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Barbara
Excellent advice and support from Steve Smith over the years. An investment made about 7 years ago recently reached maturity - and the return was excellent. So thank you Steve, your support over this and other financial issues is much appreciate,
28-05-2021
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michael todd
Wren Stirling was recommended to me by The Nottingham Building Society, advice given to me by Steve Smith proved invaluable in helping to guide me through the Pension minefield. I would have no hesitation in recommending Steve Smith for advice on all financial matters. Mick Todd
28-05-2021
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Martin Tonks
I have used Michael Rigg for nine years now. He advised me on setting up two long term investment plans. Every year he has undertaken a thorough review for me. Five years in my persnal circumstances changed so he recommended a different risk profile investment for one of the funds. Both funds have performed well under the circumstances. I would have no hesitation recommending Michael and Wren Sterling to friends and colleagues who are seeking independent professional advice.
28-05-2021
