Financial advice Glasgow

Wren Sterling has a network of advisers across Scotland. Our advisers are all available for telephone, video and face to face meetings. So you can plan your financial future from anywhere in the UK.

Wren Sterling Glasgow

3 Eagle Street, Glasgow G4 9XA

Phone: 0141 341 5240
Email: [email protected]

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What our clients say

Our services

Wren Sterling provides advice on key areas of financial planning; retirement planning, pension advice, tax-efficient investing and protection insurance. Our advisers understand how financial advice differs in Scotland and the rest of the UK, and can help you answer the questions that will change the course of your financial future.

We can provide remote (telephone or video call) and face to face advice. If you’re looking to find a financial adviser in Glasgow, you can find our office just off the M8, near Speirs Wharf and the National Theatre.

 

Looking for a Glasgow independent financial adviser?

We’re an independent financial planning firm, which means we’re not tied to any products or provider. We build long-lasting client relationships, to help you reach your financial goals, finding the best possible deal for you from the whole marketplace.

Talk to a local Independent Financial Adviser about how we can help.

Businesses

We help your business grow by supporting you with workplace pension advice, business succession planning, employee engagement and employee protection.

Find out more

Our Glasgow team

Allen Ward
Independent Financial Adviser
Derek Dunbar
Private Client Manager, Scotland
Greg Allan
Greg Allan
Independent Financial Adviser
Graeme Crozier
Chartered Financial Planner
Graeme Beattie
Independent Financial Adviser
Mark Torrado
Independent Financial Adviser
Tim Bell
Tim Bell
Independent Financial Adviser
John Greene
Independent Financial Adviser
Fraser Rowan
Independent Financial Adviser
Allan Kinnaird
Allan Kinnaird
Independent Financial Adviser
Alistair McNeil
Independent Financial Adviser

Financial advice in Scotland

If you’re looking to invest or manage your money more effectively, financial advice could help. Independent financial advice in Scotland has a few subtle differences to the UK, so you could benefit from asking an expert to help you plan for the future.

An independent financial adviser in Scotland can help you answer questions like:

  • What do you do when someone dies in Scotland?
  • How with the different Scottish personal allowance thresholds affect my pension?
  • How will living in Scotland affect my estate planning?

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