Here is a selection of client testimonials. For more independent client experiences, please visit our reviews.co.uk page
Clive helped my family at a particularly stressful time, when my father had a second stroke and needed to move into a nursing home. He arranged to travel to meet my mother at very short notice and presented her with a clear and concise set of recommendations to help meet her objectives. His advice was invaluable and obviously came from years of experience and a detailed knowledge of this complex area. I have already recommended Clive to a close friend and would be happy to recommend him again. – Gary Porter
Brian Astridge has been my financial adviser for over twenty years. Over that time, my financial demands have been many and varied, and often complex, but in all cases his help has been invaluable and immensely practical. I would recommend his services without scruple. – David Parker
I have been a member of the West Brom Building Society for over 60 years and although I’ve seen many financial advisers in that time, and some have been good, you have someone exceptional in Mandip, who I see at the Great Bridge Branch. Nothing is too much trouble for him and his attention to detail is unbelievable. I cannot speak highly enough of him and he puts your mind at ease every time you see him. – Mr R.J. Baker
Your advice and expertise on the Pension Scheme has been a great help and a weight of our minds. We had been slightly concerned in ‘getting it right’. Even although we are a small family run business and thought we could manage this ourselves, it has been beneficial to have contacted Wren Sterling to tick all the right boxes required! The process has certainly been made much easier with friendly and professional help. We would certainly recommend anyone who has not yet started a pension scheme to contact you.
On Behalf of JMK Business Supplies Ltd I would like to say that I found the help and advice that we received from Wren Sterling, in connection with setting up the auto enrolment pension, very beneficial in guiding me through the whole process. I was a bit anxious about the whole thing to start with but Jonathan was excellent in the help and support that he gave me.
– Alison Storrar, JMK Business Supplies Ltd
I’ve used Wren Sterling for several years now for my personal financial planning arrangements. As an accountant and business adviser I find Wren Sterling’s professional knowledge invaluable and a strong value-add for my clients as well. They’re highly professional and, refreshingly,they’re nice people to deal with. – Tom Smith, Managing Director, Artema
Wren Sterling made the most of my modest pension pot, enabling me to semi-retire as soon as I got my state pension and giving me time to do other things besides work.
– Jennifer Wolvers
Having recently retired and bought a house for the first time (having lived previously in tied accommodation) my wife and I found ourselves in challenging times in respect of our regular income and modest savings. We have found Daniel Payne to be attentive to our needs, realistic and detailed in his advice and efficient in carrying out our wishes.
– Rev’d Christopher Dent
I met Sue for the first time earlier this year and she was very friendly and relaxed in her approach. Her intention was to introduce herself and just review my financial position. I felt I needed to change something, which she responded to and dealt with very efficiently and professionally, offering a very suitable alternative investment, better suited to my current financial needs. She did not pressure me and in fact strongly suggested that she should return to the Office and check with a colleague that this was in fact the best option. This is what happened and so I felt that considerable care had been taken by Sue to make sure this was the correct investment for me. She has also communicated well the progress in my investment and has taken care to explain it fully to me.
– Nigel Pearson
I joined my new employer in January and wanted some advice on consolidating my pensions to maximize the potential return in the future, the service and advice from Sue at Wren Sterling was excellent as it was clearly explained to me the process we would go through, the expected timing and also expected results to the schemes in question. I would not hesitate in recommending Sue and Wren Sterling to provide this advice as I have been very happy with the whole process which has been dealt with in a professional and timely manner. Income Protection was also an area where I was given help and the advice and communication was first class with a very smooth process leading to this being set up.
– Brian Colgan, Operations Manager – Lear Corporation Coventry
I would like to thank you for your advice and support with the transition of my current pensions. The information you gave me and advice on all aspects of the transition were precise and very well presented. I was impressed with the way you and Wren Sterling evaluated the type of investor I was and if I was unsure about anything you explained it to me fully. I felt you delivered it with professionalism and you made me feel very comfortable with the process. You have made me confident that the decisions I have made are the right ones for me.
– Wayne Rouse, Production Manager – Lear Corporation Coventry