Wren Sterling

Independent Financial Adviser  Craighall Business Park, Perth, Perth and kinross, PH2 8BW
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 review
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Pensions transfer
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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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Socially responsible investments
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Lump sum
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Regular savings
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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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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Long term care
Response rating
9.3/10
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FCA authorised
Last authorised 17th February 2020
Meet our advisers
John Greene
Allan Kinnaird
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

Jackie Coyne
Financial Planner

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

Tim Bell
Independent Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Jonathan Crowther
Independent Financial Adviser

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

Andy Scott
Associate Director

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

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
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
On Behalf of JMK Business Supplies Ltd I would like to say that I found the help and advice that we received from Wren Sterling, in connection with setting up the auto enrolment pension, very beneficial in guiding me through the whole process. I was a bit anxious about the whole thing to start with but Jonathan was excellent in the help and support that he gave me
Alison Storrar, Glasgow
About us

Wren Sterling offers a full independent financial advice service across 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

Craighall Business Park, 3 Eagle Street, GLASGOW, G4 9XA

Preferred clients
Minimum wealth (income/assets)
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Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.3/10
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FCA authorised
Last authorised 17th February 2020

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Bring clarity, contentment and certainty to your financial life and arrange your no cost, no obligation, initial Discovery Meeting today.