Wren Sterling is a nationwide independent financial planning firm that helps thousands of clients to make informed choices about their financial future.
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.
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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.
Your financial future is in good hands with Wren Sterling.
Everything we do is guided by four values.
CARES | KNOWS | ACTS | DELIVERS
These values form the foundation of our brand and influence how and who we hire, how we treat each other, and the level of service provided to our clients.
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.
Wren Sterling is created following a management buyout from Towergate Financial
Andy Moss appointed Finance Director
Ian Halley appointed Chief Executive Officer
Wren Sterling named in FT Adviser's Top 100 Financial Advisers. Included in 2019, 2020, 2021 and 2022
Wren Sterling relocates to its headquarters on Derby Road, Nottingham
Sustainable Investing option launched for clients
Wren Sterling completes four acquisitions in the first half of the year
Lightyear Capital replaces Palatine Private Equity as Wren Sterling's majority shareholder in a secondary management buyout
In a planned succession, James Twining replaces Ian Halley as Wren Sterling's Chief Executive
Wren Sterling completes a deal for Critchleys Financial Planning, creating Wren Sterling's Oxford office
Mutual Financial Management LLP is acquired by Wren Sterling, becoming Wren Sterling's Wilmslow office
Wren Sterling Group relaunched MFDM, its discretionary fund management business
HB&O Financial Services is acquired by Wren Sterling, creating Wren Sterling Leamington Spa
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.
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.