My IFA was very insightful and worked with me to identify and map out a plan of action re my different pension plans. Really nice guy and acknowledged the financial knowledge I already have so tailored the discussion accordingly. The risk appetite scoring was a good tool. Great experience and highly recommended.
I have always been very comfortable in my dealings with Rob Hudson. He makes a real effort to understand what I want and how I feel about financial matters and in my opinion provides me with suitable advice.
Wren Sterling offers a full independent financial advice service across Yorkshire and the rest of the UK. 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: Empire House, Mulcture Hall Rd,, Halifax, HX1 1SP
We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting. Any decision to transact business is made by you on the basis
of your own enquiries.
To check that an adviser is regulated, you can contact the relevant regulatory or professional body.