07 Apr Wren Sterling shortlisted for Retirement Adviser of the Year award
Wren Sterling has been shortlisted for Money Marketing’s prestigious Retirement Adviser of the Year award, which will be decided by a panel of experts from the independent financial advice world.
The award shortlisting recognises Wren Sterling’s communication of key changes in the retirement planning market to clients, its innovative approach to managing large scale financial advice projects and managing risk in an ever-changing regulatory environment.
Paul Chafer, Wren Sterling’s Chief Commercial Officer, added: “We know lots of firms target these awards because of the impartiality of Money Marketing. They’re famously tough to win, so being shortlisted is testimony to our hard work and diligence in a challenging part of the financial advice market.
“Long-term care and pensions freedom are two areas in particular that have caused clients a great deal of concern in the last few years and Wren Sterling has focused on guiding clients by sticking firmly to independent financial advice. Similarly in the corporate space, we’ve done a lot of business with firms looking to offer retirement advice en masse to their employees and members of defined benefit pension schemes to ensure they’re making the right choices in retirement.”
The winner will be announced on 22 June 2017.