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    Wren Sterling has offices throughout the UK, giving you access to local financial advice.

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    Bringing financial advice to you

    Find local financial advice

    Is financial advice right for you?

    Working with a trusted financial adviser can give you confidence that you’re making informed decisions and building a financial plan that’s tailored to you.

    Wren Sterling client, Chris Charnock, explains how a financial planning conversation helped him realise that retirement was closer than he thought and it gave him time to plan it around his family, work and lifestyle commitments.

    Learn more about the benefits of financial planning

    What our clients say about us

    When do you need financial advice?

    Good financial advice can be valuable at any age – but most of our clients reach out when they’re facing a difficult financial decision or their circumstances are changing. In some cases, they’ve started looking at their pensions or retirement planning but are struggling to navigate complex rules and aren’t sure what’s right for them.

    This information does not constitute personal advice and does not take into account your individual circumstances. You should seek regulated financial advice before making any financial decisions.

    The value of your investments can go down as well as up, so you could get back less than you invested. Pensions are long‑term investments. You cannot normally access your pension before age 55, rising to 57 in 2028.

    Your home may be repossessed if you do not keep up repayments on your mortgage.

    Tax treatment depends on your individual circumstances and may be subject to change.

    By submitting an enquiry form you voluntarily choose to provide personal details to us via this website. Your personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018.  You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone. By submitting this information you have given your agreement to receive contact from us. For more information please visit our Privacy Policy.