Wren Sterling

Independent Financial Adviser 70 Castlegate, GRANTHAM, NG31 6SH
First meeting at adviser's own cost
Response rating
9.5 /10
FCA verified
16th September 2019
We're an Independent Financial Adviser, working with private individuals and corporate clients.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
David Simons
Independent Financial Adviser
Edward Stewart
Independent Financial Adviser
Philip Bailey
Independent Financial Adviser
John McNulty
Independent Financial Adviser
What our clients say
Brian Astridge has been my financial adviser for over twenty years. Over that time, my financial demands have been many and varied, and often complex, but in all cases his help has been invaluable and immensely practical. I would recommend his services without scruple.
David Parker, Weybridge
Wren Sterling made the most of my modest pension pot, enabling me to semi-retire as soon as I got my state pension and giving me time to do other things besides work.
Jennifer Wolvers, Nottingham
Wren Sterling made the most of my modest pension pot, enabling me to semi-retire as soon as I got my state pension and giving me time to do other things besides work.
Jennifer Wolvers, Nottingham
Clive helped my family at a particularly stressful time, when my father had a second stroke and needed to move into a nursing home. He arranged to travel to meet my mother at very short notice and presented her with a clear and concise set of recommendations to help meet her objectives. His advice was invaluable and obviously came from years of experience and a detailed knowledge of this complex area. I have already recommended Clive to a close friend and would be happy to recommend him again.
Gary Porter, Halifax
Over the past few months I have been working with Allan Kinnaird to consolidate various pensions from my previous employers in to one good quality pension provider. Allan explained the process very clearly, step by step. This gave me a good understanding of the costs, investment risks and benefits. I now have a much simplified pension portfolio that has allowed me to plan my retirement, confident that I will be financially secure. I want to thank Allan for his time and expertise and look forward to working with him and Wren Sterling for many years to come.
Robert Surgener, Scotland
Where to find us

70 Castlegate, GRANTHAM, NG31 6SH

Make an enquiry
About us

Wren Sterling offers full holistic financial planning advice with advisers across the UK. We take the time to get to know you – and because we’re independent we can recommend the most suitable financial products from the whole of the market.

We work with private individuals and corporate clients, and no matter the size of your assets you can expect the same level of care and professionalism from our advisers. We listen to your aspirations, and we help make them happen.

We’ll support you throughout your financial journey – so you can make the right decisions with confidence to grow your wealth and protect yourself, your loved ones, and your legacy.

Our services

- Family financial planning and protection
- Retirement, post-retirement and later-life planning
- Investment planning
- Corporate and Director financial planning

Our experienced advisers are supported by a team of qualified para planners and administrators across the UK. We have a dedicated telephone advice team – so wherever you are, get in touch.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Compliance

Wren Sterling is a trading name of Wren Sterling Financial Planning Limited, which is authorised and regulated by the Financial Conduct Authority. Registered No. 665653. Registered office: Castle Marina Road, Castle Bridge Office Village, Nottingham, NG7 1TN. Registered in England No. 09157918.

Similar advisers near you

Independent Financial Adviser 0.03 mi
Chartered Financial Planners offering independent, whole of market sourced solutions and a valued on-going review service.
 
Independent Financial Adviser 0.55 mi
Creating, managing and protecting your wealth the intelligent way
 
Independent Financial Adviser 8.32 mi
We provide advice, guidance and support to build a financial solution to suit your needs and lifestyle.
 
Independent Financial Adviser 11.22 mi
We're an Independent Financial Adviser, working with private individuals and corporate clients.