I feel that there is always someone available for me to contact and that my own best interest is paramount. There is no hard sell but good advice is always available.
David Spencer, UK
I’ve used Wren Sterling for several years now for my personal financial planning arrangements.
As an accountant and business adviser I find Wren Sterling’s professional knowledge invaluable and a strong value-add for my clients as well. They’re highly professional and, refreshingly, they’re nice people to deal with.
Tony Smith, MD Artema, UK
Your advice and expertise on the Pension Scheme has been a great help and a weight of our minds.
We had been slightly concerned in ‘getting it right’. Even although we are a small family run business and thought we could manage this ourselves, it
has been beneficial to have contacted Wren Sterling to tick all the right boxes required! The process has certainly been made much easier with friendly and professional help. We would certainly recommend anyone who has not yet started a pension scheme to contact you.
Adrienne -, UK
About us
Wren Sterling offers a full independent financial advice service across St Andrews and Scotland. 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: 13-19 Derby Road, Nottingham, NG1 5AA
I'm an Independent Financial Adviser based in Fife, covering Scotland.
I can offer face to face or virtual meetings. I'm here to help clients make the correct financial decisions both now and in the future.
I am a pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary advice, investments and inheritance tax planning.
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