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Invested in your financial success
Welcome to Wren Sterling, independent financial planning experts who can help you and your family build a better future.
Our servicesWren Sterling
We make the plan; you make the progress.
By working together to understand your goals, we can create a financial roadmap to help you achieve them.
Wren Sterling will look after you and your family’s finances for generations to come. Because we’re invested in your financial success.
Our Services
Learn more about the services we provide to individuals and businesses.
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Investments
Investment options are unlimited but your investments and investment goals are as unique as you are, so let us guide you.
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Protecting your future
A secure, well-constructed plan begins with life and critical illness insurance for you and your loved ones.
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Inheritance tax
Our later life experts can help organise your estate for maximum tax efficiency, giving you and your family step-by-step clarity on what happens next.
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Retirement planning
When? How much? And how? Our financial planners will answer your questions and create a custom plan for life beyond the workplace.
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Tax planning
Organising your wealth in the most efficient way, and utilising your allowances is central to good financial planning.
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Business advice
We offer employee benefits advice and pension governance, with consultants that bring financial planning to life for your workforce.
WHY US
Some facts about Wren Sterling
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14,000+
Clients
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£6.5bn
Assets Managed
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100+
Financial Planners
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96%
Client Retention
Statistics correct at March 2023
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Wren Sterling's purpose is to help create a better life for our clients and their families, now and for generations to come. We do this by making the complex simple, developing bespoke financial plans and establishing long term relationships that give our clients clarity, confidence and control.
James Twining,
Chief Executive, Wren Sterling -
Wren Sterling is continually investing in our client experience. Our Commercial team is responsible for the maintenance of investment panels that our financial planners recommend to clients, we have upgraded our brand, we're delivering an enhanced service promise to our valued clients, and we are always looking for partnerships that create value for our clients through the availability of additional services.
Paul Chafer,
Chief Commercial Officer
Read about our clients' experiences
Download our key topic guides
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Saving for retirement
Saving for retirement
Download our guideIt pays to plan ahead when it comes to retirement. Get started with our simple guide.
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Retirement tax planning
Retirement tax planning
Download our guideUnderstanding tax in retirement is essential for making sure your money goes as far as possible.
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Making the most of ISAs
Making the most of ISAs
Download our guideThe ISA protects your wealth from tax, so it makes sense to use them as much as possible.
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Pensions tax for high earners
Pensions tax for high earners
Download our guideHigh earners have unique tax challenges and opportunities.
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Financial protection for you and your family
Financial protection for you and your family
Download our guideFinancial planning is not just about growth, it is also protecting what you have and those closest to us.
It can be difficult to visualise retirement, but knowing how much money you’re likely to have can help. Our calculator extrapolates your current situation and retirement saving plan to give you an estimate.
