It’s never too early to set your retirement plans in motion with the help of an expert
No matter how complex your situation, our experts can help you plan to make the most of what you have, and make the financial decisions with confidence to grow your wealth and protect yourself, your loved ones, and your legacy.
Really pleased with the professional and helpful advice we receive from Rob Hudson. He always follows up on what he promises and in good time.
Over the past few months I have been working with Allan Kinnaird to consolidate various pensions from my previous employers in to one good quality pension provider.
Allan explained the process very clearly, step by step. This gave me a good understanding of the costs, investment risks and benefits. I now have a much simplified pension portfolio that has allowed me to plan my retirement, confident that I will be financially secure.
I want to thank Allan for his time and expertise and look forward to working with him and Wren Sterling for many years to come.
I’ve used Wren Sterling for several years now for my personal financial planning arrangements.
As an accountant and business adviser I find Wren Sterling’s professional knowledge invaluable and a strong value-add for my clients as well. They’re highly professional and, refreshingly, they’re nice people to deal with.
Clive helped my family at a particularly stressful time, when my father had a second stroke and needed to move into a nursing home. He arranged to travel to meet my mother at very short notice and presented her with a clear and concise set of recommendations to help meet her objectives. His advice was invaluable and obviously came from years of experience and a detailed knowledge of this complex area. I have already recommended Clive to a close friend and would be happy to recommend him again.
Brian Astridge has been my financial adviser for over twenty years. Over that time, my financial demands have been many and varied, and often complex, but in all cases his help has been invaluable and immensely practical. I would recommend his services without scruple.