Invested in your financial success

Welcome to Wren Sterling. We're independent financial planning experts who can help you and your family build a better future.

Our services

Wren 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.

 

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Make an appointment with a financial planner today
Financial planning takes a wealth of experience. Speak to our team today.

Our Experts

Financial planning takes a wealth of experience. Speak to our team today.

Our experts are based throughout the UK. Many are Chartered Financial Planners, while others specialise in later life care and complex pension arrangements. Whatever your financial planning needs, Wren Sterling offers the industry knowledge and attention to detail needed to meet them.

Meet Our Team

WHY US

Some facts about Wren Sterling

  • 14,000+

    Clients

  • £6.5bn

    Assets Managed

  • 100+

    Financial Planners

  • 96%

    Client Retention

Statistics correct at March 2023

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Read about our clients' experiences

Latest News Update: February 9th 2023: How might 2023 affect your financial planning?

Download our key topic guides

  • Saving for retirement

    Saving for retirement

    It pays to plan ahead when it comes to retirement. Get started with our simple guide.

    Download our guide
  • Retirement tax planning

    Retirement tax planning

    Understanding tax in retirement is essential for making sure your money goes as far as possible.

    Download our guide
  • Making the most of ISAs

    Making the most of ISAs

    The ISA protects your wealth from tax, so it makes sense to use them as much as possible.

    Download our guide
  • Pensions tax for high earners

    Pensions tax for high earners

    High earners have unique tax challenges and opportunities.

    Download our guide
  • Financial protection for you and your family

    Financial protection for you and your family

    Financial planning is not just about growth, it is also protecting what you have and those closest to us.

    Download our guide
Retirement Calculator
What will retirement look like for you?

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.