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A partnership built around your needs
Many organisations, from professional services firms to financial institutions, choose Wren Sterling as their financial planning partner because we help them enhance their client, member or customer relationships, strengthen their proposition, and generate long‑term value for their business. Our national scale, independent advice model, and commitment to excellent client outcomes sit at the heart of every partnership we build.
Why partner with us
We provide access to regulated, independent financial advice complementing professional services such as accountancy, legal, insurance, and mortgage services. This helps your clients make better financial decisions, plan effectively and gain long‑term confidence in their financial future.
Why partner with us
Partners gain exposure to our growing UK client base, representing an increasingly high net worth demographic. We also support reciprocal brand partnerships that enhance the value both organisations offer their clients.
Why partner with us
We can offer a paid introducer model that provides an additional income stream when referrals become Wren Sterling clients. This has proven successful with long‑standing Building Society partnerships.
Financial advice unlocks better financial outcomes for a wide range of people, from business owners and directors, to employees and families. It provides clarity around major life decisions, removes stress around tax, investment and protection choices, and helps clients align their financial plans with both personal and business goals.
For businesses, financial advice supports a stronger employee benefits strategy, better recruitment and retention, and helps protect against unexpected events.
We offer holistic financial planning through independent advisers located across the UK combining local relationships with the scale and buying power of a national firm.
Our advisers are supported by dedicated research, compliance and quality assurance teams to ensure consistently high standards and accurate, suitable advice.
Our business is built on long-standing, multi-generational relationships and a commitment to service excellence. Client and partner feedback continually reinforces the value of this approach.
We have long-standing relationships with six leading UK building societies, accountants, solicitors and insurance brokers. Industry leaders, such as AstraZeneca, recognise and value our support.
Wren Sterling have been a ‘trusted adviser’ to AstraZeneca (AZ) for many years and in that time have supported AZ in delivering both bulk advice programmes and also ongoing at retirement support to our ‘final salary’ pension scheme members. The service has been top class and is valued highly by both members and the company. We appreciate your support over the years, and we look forward to continuing that partnership.Andrew Foster, Head of Global Pensions – Senior Director, AstraZeneca
We provide governance frameworks including quarterly meetings and RAG‑rated dashboards to ensure transparency and visibility of client outcomes.
Each partnership also receives an Executive Sponsor from our leadership team, providing oversight and a direct escalation path if needed.
We help partners engage their clients through:
Partners can choose to receive referral fees from qualifying introductions, or where appropriate, we may reduce our fee.
Our services
Wren Sterling Workplace helps employers to deliver a better return on investment (ROI) from their Employee Benefits Strategy and supporting Directors and Business Owners with tailored Financial Advice. Includes:
Our services
Holistic financial advice covering:
Cares, Knows, Acts, Delivers – guide everything we do and reflect the standards partners can expect when entrusting us with their clients.
Our partnerships team has many years of experience in Financial Planning and related financial services, strengthened further by the expertise of Lightyear Capital, our Private Equity Investors.
You’ll have clear points of contact and access to a team fully invested in your long‑term success.
Whether you’re looking to enhance your service proposition, explore a paid introducer model, or support your clients with specialist financial planning expertise, we’re here to help.
Get in touch today to discuss a partnership with Wren Sterling
Ready to explore what a partnership with Wren Sterling could look like?
clients
Assets under Advice*
Financial Planners
Client Retention
*Assets under Advice as at January 2026.
