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    Financial Advice in Cirencester

    Find local financial advice with Wren Sterling's network of Financial Advisers

    A Wren Sterling Financial Planner can help you explore whether financial advice is right for you – get in touch to find out more.

    Speak to our Cirencester financial advice team

    Financial Advice Cirencester

    Wren Sterling is a nationwide independent Financial Planning business that helps thousands of clients make informed decisions about their financial future.

    With their insight and expertise, they can support your financial advice journey whether you are looking to grow your wealth, protect what you’ve built, or plan for the future. Our Cirencester Financial Advice team is here to guide you every step of the way.

    From investment advice to pension planning, our Financial Advisers in Cirencester can help you take control of your finances and plan for a strong financial future.

    • Investing Advice

      Investment planning

      Make your money work harder, whether your new to investing or want to review your portfolio.

      Investment Advice
    • Retirement Advice

      Pension and retirement planning

      Make the most of your pension savings for the retirement you deserve.

      Retirement Planning
    • Estate Planning

      Take control of your future

      Plan ahead with a Financial Adviser who can make the complex simple. Prepare your legacy and plan ahead for Inheritance Tax.

      Estate and IHT Planning
    • Workplace Advice

      Financial Advice for Business Owners

      Wren Sterling offers financial planning for businesses and individuals all under one roof.

      Financial Advice for you and your business
    • Mortgage Advice

      Mortgage Advice

      Ask a Mortgage Adviser to help you find the right mortgage for your circumstances.

      Mortgage Advice
    Talk to a Financial Adviser now on 0115 908 2500 or

    What our clients say

    Meet the Cirencester team

    • Graeme Mitchell

      Graeme Mitchell

    Financial planning Cirencester FAQ

    • When do I need Independent Financial Advice?

      When do I need Independent Financial Advice?

      If you’re not sure what to do with your savings or investments, or just want clarity on the path ahead, you may benefit from talking to a Financial Adviser.

      Big changes in your life can also highlight a need to take Financial Advice – such as buying a home, getting married, changing jobs, or receiving an inheritance. These events often come with financial decisions that are easier with professional guidance.

      Reasons why you could benefit from Financial Advice:

      • You’re unsure what to do with your savings or investments
      • You have multiple pensions or investments and feel overwhelmed
        You’re worried about tax efficiency – manage your money tax-efficiently, whether you need help with your ISAs, Capital Gains Tax or Estate Planning and Inheritance Tax
      • You want to know you’re on the right track

    • Can you speak to a Financial Adviser for free?

      Can you speak to a Financial Adviser for free?

      At Wren Sterling, we only begin chargeable work once we understand exactly what support you’re looking for and the assets you want advice on. You can get in touch – and even have an initial conversation with one of our Financial Advisers – to help you decide whether financial advice is the next step.

    • How much does financial advice usually cost?

      How much does financial advice usually cost?

      How much financial advice costs will depend on what you need to do and how much you have. For financial advice, you can usually pay a fixed fee, a percentage of the assets being advised on or on a time-costed basis.

      Until we understand the scope of the work, the assets being advised on, and whether you want to become an ongoing client, it’s not possible to give you an accurate indication of these costs – and we won’t undertake any chargeable work until you agree.

      Visit our fees page

    This information does not constitute personal advice and does not take into account your individual circumstances. You should seek regulated financial advice before making any financial decisions.

    The value of your investments can go down as well as up, so you could get back less than you invested. Pensions are long‑term investments. You cannot normally access your pension before age 55, rising to 57 in 2028.

    Your home may be repossessed if you do not keep up repayments on your mortgage. Unlike most other mortgage advice, advice on buy-to-let mortgages are not regulated by the Financial Conduct Authority (FCA).

    Tax treatment depends on your individual circumstances and may be subject to change.

    By submitting an enquiry form you voluntarily choose to provide personal details to us via this website. Your personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018.  You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone. By submitting this information you have given your agreement to receive contact from us. For more information please visit our Privacy Policy.