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Wren Sterling has achieved its highest Net Promoter Score (NPS) in eight years, with clients awarding the firm a score of +49 in its most recent survey, conducted in January 2026.
Net Promoter Score is a globally recognised measure of customer satisfaction and advocacy, widely used by professional services firms — including financial planners — to assess the quality of client experience and long‑term trust.
This year’s score is based on 1,774 client responses to the question:
“How likely are you to refer Wren Sterling to a friend, colleague or family member?” (on a scale of 0–10).
An overall score of +49 places Wren Sterling comfortably within the upper range of published results across the financial advice sector and comparable professional services firms, where scores above +30 are generally regarded as strong.
What does this tell us about the Wren Sterling client experience?
Client feedback consistently highlights the strength of Wren Sterling’s advice and relationships.
Clients particularly value:
- Long‑standing, trusted relationships with their financial advisers, with many working together for decades
- Clear, plain‑English advice, helping clients understand their options and make confident decisions
- Responsiveness and accessibility, with advisers easy to contact and quick to respond
These themes reflect Wren Sterling’s focus on long‑term planning, continuity of advice and personal service.
A strong result across services
The survey also highlights how client experience improves as relationships mature and services deepen.
Clients receiving Wren Sterling’s Complete financial planning service recorded the highest satisfaction levels, reinforcing the value of a comprehensive, ongoing approach to financial planning.
Encouragingly, feedback also shows significant improvement in newer service areas, reflecting continued investment in service quality and client engagement.
Using client feedback to keep improving
Client feedback plays an important role in shaping how Wren Sterling continues to develop its service.
Areas identified for further improvement include:
- making documentation clearer and easier to navigate
- supporting newer clients as they settle into their financial plans
- continuing to communicate the full breadth of services available, including mortgages, estate planning and access to professional introducers such as accountants and solicitors
These insights are already being used to refine client communications and service delivery.
Looking ahead
Wren Sterling is grateful to all clients who took the time to share their feedback. Surveys like this help ensure the firm continues to focus on what matters most to clients: trusted advice, strong relationships and a consistently high standard of service.
The firm is proud of this result and remains committed to continuous improvement as it supports clients with their long‑term financial planning.
