Wren Sterling

Independent Financial Adviser  Wren Sterling, Edinburgh, City of edinburgh, EH1 1LW
First meeting at adviser's own cost
We're an Independent Financial Adviser, working with private individuals and corporate clients.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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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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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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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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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Paul Allan
Independent Financial Adviser

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

Greg Allan
Independent Financial Adviser

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

Fraser Rowan
Independent Financial Adviser
Alistair McNeil
Independent Financial Adviser
Max Horne
Certified Financial Planner

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path

Accreditations
Certified Financial Planner
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
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 a full independent financial advice service. 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: Wren Sterling, Edinburgh, EH3 7AL
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020

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