Our Approach

Find out how we build your financial plan together.

Our approach

Our goal is to make you feel in control of your finances and your future direction.

It’s important that you’re comfortable with each part of the financial planning process and understand all your available options. We’re committed to guiding you through every step with thorough attention to detail and complete transparency.

Every new client relationship starts with a five-step, getting-to-know-you process, which helps us understand your motivations before we recommend a plan and commit to maintaining it.

Our Approach

Our Experts

Financial planning takes a wealth of experience. Speak to our team today.

Our experts are based throughout the UK. Many are Chartered Financial Planners, while others specialise in later life care and complex pension arrangements. Whatever your financial planning needs, Wren Sterling offers the industry knowledge and attention to detail needed to meet them.

Meet our team


Some facts about Wren Sterling

  • 14,000+


  • £6.5bn

    Assets Managed

  • 100+

    Financial Planners

  • 96%

    Client Retention

Statistics correct at March 2023

See what our clients say about financial planning with Wren Sterling.

Get in touch for specialist advice and support call 0115 908 2500