Wren Sterling

Independent Financial Adviser  Craighall Business Park, Stirling, Stirling and falkirk, FK9 4NF
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 & 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
7.0/10
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FCA authorised
Last authorised 3rd August 2020
Meet our advisers
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.

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

Greg Allan
Independent Financial Adviser

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

John Greene
Fraser Rowan
Independent Financial Adviser
Alistair McNeil
Independent Financial Adviser
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
Alison Storrar, Glasgow
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
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
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
Head office address: Craighall Business Park, GLASGOW, G4 9XA
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 3rd August 2020

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