Resources

This page hosts all the online magazines, posters, key guides, case studies and resources produced by Wren Sterling, which can be used by our advisers, partnerships and professional introducers. At the bottom of this page you will find an order form where you can request physical copies to be delivered to you, or email marketing@wrensterling.com

Private Client and Corporate Client Brochures

Our flagship brochures introduce our suite of services for private and corporate clients.

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Key guides

In-depth details on essential financial planning topics including; investing tax-efficiently, saving for retirement and estate planning. These can be downloaded by selecting the image of the relevant guide. You can print these on your printer – or request that them in the collateral order form below.

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Training for our partners

We have been developing shorter form training materials for branch staff in our partnership building societies. Created for shorter training sessions, designed to spark conversations and encourage deeper understanding, this training is made up of a short quiz that can develop into a discussion, and related posters which can be offered to the staff to put up in any break room. Currently, there are three topics:

  • Pensions
  • Inflation
  • General financial planning (there are two posters for this one)

Corporate Posters and Flyers

Designed to go up in offices, noticeboards and canteens, our range of posters and flyers raise awareness of key financial planning services. These are A4 and printable, and are not available to order below. However, you can request for these items to be dual-branded using the form.

Business protection

We have a series of resources for business decision-makers, shedding light on ways they can protect their business and their employees.

Case studies

A series of simple case studies taken from real life examples where financial planning has solved complex problems.

Top IFA case studies helping clients
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The resources on this page are handled by the Marketing team. If you would like to order any of the following items, please contact Charlotte Barratt on 0115 9082526 or email charlotte.barratt@wrensterling.com

  • Folders
  • Envelopes
  • Report covers
  • Business cards

Order print versions using the form below

Please note, we may contact you for the purposes of clarifying details in your order such as order quantity and delivery address. Where we need to utilise a courier, your details may be passed to them for the purposes of delivering items. For more information on how we use your data, please view our privacy policy