How can financial advice make a difference to your investments?

What do you want from your money? And why?

Deciding how to invest can be a daunting. And there is no one size fits all. You can invest directly, through the stock market or numerous online outlets.

But it’s your motivation for investing that is important to us. Whether your motivation is to save for retirement or a rainy day, generate additional income or pay university fees for your children, investing is personal.

Our clients find a financial adviser invaluable because we strip away the complex and recommend investments that line up with your overall financial goals, leaving you feeling in control.


Could your portfolio be more effective? We can help.
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How can Wren Sterling help?

We’re investment specialists and financial planning experts. With access to the whole of the market we can select the most appropriate investments to help you achieve your financial motivations. We’re completely independent – not tied to any products or provider – so we can choose funds from across the market. So whether you’re new to investing, or looking to re-evaluate your existing portfolio, ask us how we can help.

What is our process?

  • Learn about you

    Learn about you

    Our financial advisers will get to know you, take the time to understand your motivations for investing, your assets and liabilities, income and expenditure and attitude to risk before recommending an appropriate strategy.

  • Create your plan

    Create your plan

    We’ll make a recommendation that’s designed to meet your needs and appetite for risk. Your adviser will present this to you, going into detail about how this is designed to meet your needs.

  • Carry out the plan

    Carry out the plan

    We’ll help you implement your financial plan – doing all the leg work so you don’t have to.

How we ensure the quality of our advice?


Could your portfolio be more effective? We can help.
Get in touch