Wren Sterling

Independent Financial Adviser  Craighall Business Park, Royal leamington spa, Warwickshire, CV32 5QR
First meeting at adviser's own cost
We're an Independent Financial Adviser able to advise you on all aspects of pensions, investments, protection and retirement planning.
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
10/10
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FCA authorised
Last authorised 10th August 2020
Meet our advisers
Robert Blumberger
Private Client Consultant

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

David Everest
Associate Director

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

About us

Wren Sterling offers a full independent financial advice service across the UK with advisers based in Leamington Spa and other locations. 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: Craighall Business Park, 1 Undershaft, GLASGOW, CV34 6LW
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 10th August 2020

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