Adele is a Director of Financial Planning for Wren Sterling and has spent almost 25 successful years in the independent financial services sector. Adele advises private clients, professionals and owners of SME businesses and she specialises in tax mitigation, asset and ‘bloodline’ protection, and long term retirement planning by working closely with clients to achieve their objectives.
Adele prides herself on her high client retention rates and works on a national basis after founding and then co-owning/selling a highly successful IFA business. Adele works closely with other professionals such as accountants and lawyers to make sure all aspects of financial and legal planning are accounted for during the advisory process.
She is supported by a well-qualified and approachable team of three people who help her to ensure that all client enquires are handled efficiently and professionally.