Wren Sterling was highly commended by Moneyfacts in the Retirement Adviser of the Year category at its annual Investment Life and Pensions Awards dinner, held at London’s Royal Lancaster Hotel.
In a hotly contested category with ten finalists, Wren Sterling scooped second place after an award entry that focused on:
- Our ever-expanding number of Chartered Financial Planners, driving up standards of advice.
- Training and development opportunities we provide our financial planners and their support teams, with over a quarter going through professional qualifications in 2022/23.
- Our commitment to working with vulnerable clients and sensitive situations. Our entry included two cases where our teams went above and beyond to deliver life-changing financial advice in very testing circumstances for all involved.
- Our high levels of client satisfaction with a score of 4.63 out of 5 from over 200 reviews on reviews.co.uk.
While we were disappointed not to scoop the award itself, the judge’s recognition of our client-focused approach and the support we place around the advice process through our investment programme in brand, proposition, people and technology, means we are well-placed to go one better in 2024.