This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
MR Fraser Rowan
Independent Financial Adviser
MR Alistair McNeil
Independent Financial Adviser
What our clients say
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
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
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
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.
- 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 specialise in advice for clients that are confused about how to save for retirement and clients that are approaching retirement that are unsure how to take income.
Give me a call, lets chat through what you need.
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