Who will you deal with?
Our advisers are listed on our contact pages, according to which office they are closest to. However, we complete a lot of our work for our clients over the phone or via Microsoft Teams, so you do not need to be located near to your adviser. In other instances, we offer clients access to a pool of independent financial advisers. Sometimes it can be faster to work with an adviser who isn’t as busy and this flexibility is key to our service.
Some of our advisers are Chartered Financial Planners, the highest level of attainment for an adviser, and others are working their way towards that standard. We also have advisers who specialise in areas such as later life planning and trusts, which means we can adjust to very specific requirements.
Wren Sterling is also a Pension Transfer Gold Standard firm, which means we have passed the requirements set by the Personal Finance Society to advise on Defined Benefit Pension Transfers, a complex area of financial planning. You can read more on this service here.
Furthermore, as you would expect, we have built relationships with other professionals who can provide complementary services. This includes insurance brokers, mortgage advisers, accountants, solicitors, equity release providers and will writers. Your financial adviser will act as your point of contact and put you in touch with other professionals should your circumstances require it.