About Us

Wren Sterling is a nationwide independent financial planning firm that helps thousands of clients to make informed choices about their financial future.

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Our purpose

About us

Financial planning is much more than fixing present-day problems. It’s a long-term relationship based on trust and understanding, which guides you through life’s ups and downs.

We exist to help our clients lead better lives. With the freedom that comes with knowing your finances are on track, you can focus on friends, family and enjoy life to the fullest.

Some key statistics

  • 14,000


  • £7bn

    Assets Managed

  • 100+

    Financial Planners

  • 96%

    Client Retention

Corporate Social Responsibility
We care about the communities we work in and encourage our people to do the same
A financial advisor prepares to give a presentation in a sunny office

Every year we have chosen charities for our local offices and we support those charities through local fundraising activities, including coffee mornings, Movember, cake sales, and much more.

Our employees are also given a day off for volunteering each year and we have also supported local foodbanks before Christmas over the last few years. Wren Sterling matches fundraising efforts from our employees as we recognise the important role business can play in delivering vital funds and resources to charities.

For our clients, Wren Sterling established an ESG investing option in 2019 and we have seen widespread take-up as clients demonstrate their desire to positively impact the world through their investments.

Our ownership
We are privately owned by our majority investors, New York-based Lightyear Capital and our management team.

We believe that our people should share in our future, so we have an Employee Benefit Trust established that keeps a portion of our share capital for our employees.

Our partnerships

We are proud to be the financial planning partner to 10 UK building societies with branches across the UK. We started some of these relationships in 2009 and so far, thousands of building society members have benefitted from our independent advice.

Get in touch for specialist advice and support call 0115 908 2500