Wren Sterling Financial Planning Limited

Independent Financial Adviser  31 Ashwood Drive, Leeds, West Yorkshire, LS27 7AG
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FCA authorised
Last authorised 29th March 2021
The leading Later Life Adviser in the UK with over 46-years experience
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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Buy my next home
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Equity release
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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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Healthcare
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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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Long term care
Meet our advisers
MR Clive Barwell TEP CFP Chartered FCSI
Head Of Later Life Advice
About us

There are many small financial advice firms, but Wren Sterling is not one of them. We are a large, strong, national business.

In these times, financial strength, depth of resource and continuity are important. As well as our private client business, Wren Sterling gives financial advice to some of the UK's biggest and most demanding corporate customers: our reputation for professoionalism in our industry is second to none.

Our services

Our service is all about building long-term, mutually beneficial relationships with our Clients. We belive that financial planning is like a sat nav; we find out about where you are now, where you want to be and then help you find and stay on the most effective route.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Face to face

31 Ashwood Drive, Gildersome, Leeds, West Yorkshire, LS27 7AG

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