Wren Sterling
We're an Independent Financial Adviser, working with private individuals and corporate clients.
We can advise you on
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Pensions & retirement
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Pension consolidation
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Pensions & retirement planning
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Financial planning
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Offshore investments
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Socially responsible investments
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Savings for children
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School fees planning
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Insurance & protection
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Accident & sickness
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Income protection insurance
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Tax & trust planning
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long Term Care
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Last authorised 25th May 2020
Meet our advisers
John McNulty
Independent Financial Adviser
Qualifications & Accreditations
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Diploma in Professional Financial Advice (SQA)
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This qualification assesses a knowledge and understanding of the financial services industry including: regulation and ethics, personal taxation, investment principles and risk, pensions and retirement planning, financial protection
Philip Bailey
Independent Financial Adviser
Qualifications & Accreditations
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DipFA - Diploma for Financial Advisers (LIBF)
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The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
Edward Stewart
Independent Financial Adviser
Qualifications & Accreditations
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DipFA - Diploma for Financial Advisers (LIBF)
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The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
David Simons
Independent Financial Adviser
Qualifications & Accreditations
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DipFA - Diploma for Financial Advisers (LIBF)
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The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
What our clients say
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
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
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
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
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.
Where to find us
Head office address: 70 Castlegate, GRANTHAM, NG31 6SH
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
