Over the past few months I have been working with Allan Kinnaird to consolidate various pensions from my previous employers in to one good quality pension provider.

Allan explained the process very clearly, step by step. This gave me a good understanding of the costs, investment risks and benefits. I now have a much simplified pension portfolio that has allowed me to plan my retirement, confident that I will be financially secure.

I want to thank Allan for his time and expertise and look forward to working with him and Wren Sterling for many years to come.

Wren Sterling provides consultancy services for our pension scheme, which gives us peace of mind that we’re looking after our employees’ interests now and in the future. They have provided workshops for members approaching retirement and a series of one to one clinics, focused on improving understanding of pension options, and our employees know there’s an option to get personal financial planning advice from Wren Sterling if they want it.

I have worked with Sarah Herd since 2015, when our Chambers first looked at pension auto enrolment. She brings often a boring subject to life and has the ability to explain complicated ideas in a way that a lay person can easily understand. She clearly has an intimate knowledge of Pensions and Investment Management and combines excellent organisational skills, meticulous and thorough preparation and a customer friendly style. Working with her is a pleasure and she is the sole reason why we instructed Wren Sterling after she left Barclays

Sarah’s knowledge of her markets is invaluable to us as a company, she understands our business and has the ability to suggest new ideas whilst saving money in other areas. Sarah is helping us remodel our staff benefits package because we have a relatively young workforce and Sarah will also be working alongside our staff to make sure they understand the benefits we provide.

Wren Sterling supports bathstore with every aspect of our auto enrolment pension arrangements and our Group Death in Service benefit. Since the start of our relationship, Wren Sterling and our consultant, Bramwell Towse, have helped build our understanding of a difficult subject and deliver to all of our colleagues, a task made more complex as the majority are based in one of our 140 stores.

Furthermore, administration is key in the provision of employee benefits and every service they provide for us is delivered efficiently and timely.

I would recommend their services to any business looking for genuine subject matter expertise and practical support in their employee benefits provision.

Where our clients need an innovative and professional approach to their employee benefits, shareholder protection needs, pension administration and investment advice, all delivered with a high level of service to match our own, we do not hesitate to point them in Wren Sterling’s direction.
“Wren Sterling’s approachable advisers are both knowledgeable about their subject areas and show considerable commercial awareness by having a tailored approach to the different industries in which our clients operate. We were that impressed by Wren Sterling, we even became a client ourselves!

AstraZeneca have worked with Wren Sterling for a many years, in a number of different areas, from support to employees affected by a Corporate Pension exercise to Pensioners considering taking up the offer of a Pension Increase Exchange. Our employees and pension scheme members value the independent advice and support they receive from Wren Sterling, whilst we value their responsiveness, can do approach and collaborative working practices.

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.

I have been a member of the West Brom Building Society for over 60 years and although I’ve seen many financial advisers in that time, and some have been good, you have someone exceptional in Mandip, who I see at the Great Bridge Branch. Nothing is too much trouble for him and his attention to detail is unbelievable. I cannot speak highly enough of him and he puts your mind at ease every time you see him.

Following a full review of the way in which the society provides financial advice, we decided to offer customers a broader, more comprehensive service. Wren Sterling’s experience, credibility and reputation in the market made our decision to create this partnership very straightforward.
We look forward to working with Wren Sterling. We’re confident the partnership will continue and enhance the high levels of customer service on which our own reputation is based.