We're an Independent Financial Adviser, working with private individuals and corporate clients.
We can advise you on
Pensions & divorce
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Savings for children
School fees planning
Income protection insurance
Capital gains tax
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Last authorised 17th February 2020
What our clients say
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
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.
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.
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.
Wren Sterling offers a full independent financial advice service across Glasgow 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
Craighall Business Park, GLASGOW, G4 9XA
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Choose an Unbiased exclusive special offer:
Face to face