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
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
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
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
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
We provide independent financial advice on Pensions & Retirement Planning, Investment Advice & Management and Tax Planning.
We provide unbiased financial advice to Individuals & their Families, Companies & Business Owners, Trusts and Charities.
My true passion comes from building lasting relationships with individuals and helping them achieve their long-term financial goals through pension, investment, and retirement planning.
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provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
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To check that an adviser is regulated, you can contact the relevant regulatory or professional body.
