Looking for independent financial advice?

We advise thousands of clients across the UK on their finances, investments and pensions

Most of us reach a time in our lives when we’ve got pension savings, property, savings and investments and an idea of what our retirement might look like, we just don’t know the best way to go about it. There’s tax, ever-changing regulations and thousands of investment products. Where do you begin?

Independent financial advice answers the questions you have about your finances and gives you a plan for achieving your financial goals. And because we’re independent, we recommend pensions, investment and protection from multiple providers, to make sure you’re getting the right products for your unique situation.

Then we stay by your side over the long term, adjusting your plans as your life flexes to the inevitable ups and downs.

By ticking this box I agree that my data may be used for the purposes of booking an appointment with a Wren Sterling Independent Financial Adviser For more information on how we handle your personal data please see our privacy policy.

What do we do?

Our advisers start by asking you about what really matters to you and your family.

This all starts with a brief conversation where you can ask about us, our processes and how financial advice could help you. We can also see how we can help you and then if we decide we want to proceed. There’s never a charge for having this chat and this is usually over the phone at your convenience.

If you submit your details here, we will call to set this up,

If you decide you want to go ahead, then we work backwards, looking at all your finances, including your pensions, investments and savings to recommend a plan to get you to the retirement you’re looking for. Then once the plan is in place, your adviser will review your arrangements at least once a year to make sure your plans stay on track.

Pension transfer gold standard. Wren Sterling has been awarded the standard for the quality of their independent pension transfer advice.

Why Wren Sterling?

We’re a national independent adviser, which means we can recommend pensions and investments from lots of different providers. We’ve helped thousands of people to get their retirement right and our client retention rate is over 95% year on year. But you don’t need to take our word for it. Lots of our clients have reviewed their experience on reviews.co.uk, the independent reviews platform.

What’s more, we’re authorised regulated by the Financial Conduct Authority, so you know you’re dealing with a professional organisation.

All our financial advisers are qualified to a minimum level of Level 4 Diploma in Financial Planning status and many have additional qualifications that mean they’re Chartered Financial Planners, experts in later life care planning, final salary pension schemes and more.

We’re based up and down the UK from 7 regional offices, with our advisers continually available via phone and video conferencing.

Note: The value of an investment and income from it can go down as well as up and you may not get back the full amount invested