Financial Planning

Financial planning makes the complex simple.

How we ensure the quality of our advice?


Some facts about Wren Sterling

  • 14,000+


  • £6.5bn

    Assets Managed

  • 100+

    Financial Planners

  • 96%

    Client Retention

Statistics correct at March 2023

Read about how our clients feel about financial planning with Wren Sterling.

Looking for more information? Try out topic guides

  • Making the most of ISAs

    Making the most of ISAs

    ISAs are a staple product of financial planning. Find out how people make the most of their allowances each tax year.

    Download our guide
  • Investing for children

    Investing for children

    We all want the best for the next generation. Investing to help children go to school, university or setting them up in adult life can take time and investment, so it pays to start early.

    Download our guide to investing for children
  • Pensions tax planning for high earners

    Pensions tax planning for high earners

    High earners have unique financial planning challenges and opportunities. Our experience in this area helps our clients maximise their earnings to meet future goals.

    Download our guide to pension tax planning
  • Financial protection for you and your family

    Financial protection for you and your family

    Protection is your safety net, guarding you and your family against the unexpected and giving everyone financial security.

    Download our protection guide
  • Estate planning

    Estate planning

    Clarity and control. Knowing that your estate will pass the way you want it to can be incredibly reassuring to you and your family.

    Download our estate planning guide