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Wren Sterling registered as FSQS supplier for banks and major financial institutions

in News, Partners

Wren Sterling has successfully attained registered status on the FSQS supplier qualification system, a benchmark used by major UK banks and financial institutions when selecting suppliers. Paul Chafer, Wren Sterling’s Chief Commercial Officer says the award is central to Wren Sterling’s growth plans, enabling it to expand the work it already does in the banking […]

Join Wren Sterling in Churchill’s underground bunker to learn the secrets of a successful business exit

in Corporate, News

Date: 19 April Time: 10am-2pm Location: Cabinet War Rooms, Westminster Who should attend? Business owners Senior directors Finance directors In the secret underground bunker where Churchill strategised the Allied victory in World War II, Wren Sterling and business sale specialists, Evolution CBS, share the secrets of a successful business exit and the wealth management planning […]

What our clients say

Our values underpin our client relationships and we strive to make them evident in all we do.

UNCOMPROMISED

Uncompromised sums up the way we work and our dedication to getting the very best outcomes for our clients. Our advice is independent, so nothing comes between us and recommending the right mix of products for our clients to meet their financial goals.

APPROACHABLE

Regular contact benefits everybody. It builds our clients’ financial knowledge and deepens our understanding of their personal circumstances, because the better our understanding, the more precise our advice will be.

CLARITY

We make sure our clients are clear on their financial situation, so they feel in control. We communicate using plain English and take our time to explain our recommendations with clarity.

GENUINE

We know open and honest dialogue is crucial to successful client / adviser relationships, so we’ll always talk frankly with our clients about their financial goals.