Financial advice test

When you’re making important decisions about your finances, you want to know you’re making the right decisions for your personal circumstances, both now and in the long term.

With the help of an independent financial adviser, you can make informed decisions about your finances with the benefit of technical expertise.

Find out more about the services we offer, including investments, protection, pensions advice and retirement planning or, if you’re ready to speak to an expert, arrange an appointment

Why financial advice?

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According to research by Old Mutual Wealth, 90% of people who see a financial adviser on a regular basis feel the advice has benefited them.

People who take advice are roughly £40k better off than those who don’t, according to research by the International Longevity Centre (ILC.)

What happens in a meeting with Wren Sterling’s financial advisers?

During our first meeting we will get to know you, to understand your current financial circumstances, your life stage, your hopes and financial aspirations. We’ll talk about any concerns you have and assess your attitude to risk. This forms our ‘fact find’ which allows us to identify your priorities and objectives leading to our eventual recommendations.

We will then look at the options available to meet your objectives – and we’re independent so that means a wide variety of options. Independence means we can recommend products from right across the market, including some of the UK’s best-known providers. This sets us aside from many other financial advisers who are ‘tied’ and can only recommend services from one or two providers.

Find out more

Find out how an independent financial adviser can simplify your long term goals with a bespoke financial plan, please arrange an initial appointment.