Independent Financial Adviser
Athena Drive, Tachbrook Park, CV34 6RT
First meeting at adviser's own cost
Thousands of people across the UK rely on Wren Sterling for financial planning help. We specialise in pensions, investments, protection and estate planning, helping people to achieve their long-term financial objectives. We're independent too!
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
What our clients say
I had always intended to leave my Final Salary pension schemes alone for when I retired, until I met Ray. After I had shared with him who the Pensions were with, he recommended I review their current transfer value & benefits in order to understand what the benefits could be. He introduced me to a specialist who could undertake the process and make a recommendation. Ray did all the work for me, helping to guide me through the process. He has significantly improved my financial well-being, both in the short term and the future. Using the online services provided, I also have clear visibility of all of the transactions and the regular reporting provides confidence even in volatile times. I am not one quick to recommend, but talk to Ray, you won’t regret it.
Ian Cheshire, Cardiff
As a retired investment banker when I am looking for help with all my financial planning and investment I want someone with both excellent administration and a first class investment platform. Ray has provided both for a number of years, competitively priced and always approachable I have trust and confidence in his service.
David Harris, Essex
My family’s financial affairs are extensive and complex. Ray has been a beacon of light, illuminating the way ahead for us. His advice and guidance is not only about the here and now, but is instead orientated towards an ongoing long term relationship. We very much appreciate how this not only means a regular dialogue on our circumstances and needs, but also facilitates regular reviews and ongoing servicing of our investments, pensions and savings.
Mike Gleeson, Essex
Wren Sterling doesn't have a physical office in Cardiff, but one of our most experienced advisers, Ray Jackson, lives in Cardiff and has worked with clients from the area for over 20 years.
Holistic financial planning. This means looking at all of your assets, liabilities, income and expenditure, to work out how to make your money work better for you, whatever your long term goals are.
Where to find us
Head office address: 13-19 Derby Road, Nottingham, NG1 5AA
I put my clients interests and financial goals absolutely at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.
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