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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 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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Protection insurance
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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Workplace
We offer employee benefits advice and workplace wellbeing, with consultants that bring financial planning to life for your workforce.
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Sustainable investments
Sustainable investors consider ethical factors when making their investment decisions. Find out how we can help you invest to support what you care about.
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Divorce
Untangling a lifetime of financial affairs can be difficult. Find the most tax-efficient way to divide assets with a Financial Adviser.
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Mortgages
Talking to a Mortgage Adviser a few weeks before starting viewings can help you, whether this is your first mortgage, or you’re looking to remortgage.
WHY US
Some facts about Wren Sterling
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16,000+
Clients
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£11bn
Assets under advice
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100+
Financial Planners
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98%
Client Retention
*Assets under Management and Assets under Influence combined for Wren Sterling Financial Planning Group companies, as at June 2025. Figure is rounded to the nearest billion
Read about our clients' experiences
Pension Calculator
What will your retirement look like?
It can be difficult to visualise retirement, but knowing how much money you’re likely to have can help. Our pension calculator extrapolates your current situation and retirement saving plan to give you an estimate.
