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Financial Planning
Financial planning makes the complex simple.
Financial planning
Whether you require one-off advice or want to build a long-term relationship, Wren Sterling has a comprehensive range of services and full UK-wide coverage to meet your needs.
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Investments
Investment options are unlimited, but your investment goals are as unique as you are.
Let us guide you by recommending investment solutions from across the market.
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Retirement Planning
When? How much? And how? Let our financial planners plan your retirement with you.
You’re never too young to begin planning, while making the right retirement income choices at retirement is vital.
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Protection
A secure, well-constructed plan begins with life and critical illness insurance for you and your loved ones.
We conduct a fair analysis of the market, which means we can recommend the right protection for you from multiple providers.
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Inheritance Tax
Our later life experts can help organise your estate with tax efficiency in mind.
Starting your IHT planning early gives you the best chance of gaining clarity and control over what happens next.
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Tax Planning
Utilising your tax allowances is central to excellent financial planning.
Whatever stage of life, you can benefit from a financial planner assessing your current finances and planning a tax-efficient way forward.
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Business Advice
We offer employee benefits advice and we bring financial planning to life for your workforce.
We work with blue chips and SMEs because we take a bespoke approach to each of our clients’ financial planning needs.
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How we ensure the quality of our advice?
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Compliance
Our advisers are supported locally by highly experienced researchers, compliance and client service teams. To ensure the ongoing suitability of our advice we operate an experienced internal compliance function and we also work with our third party compliance support provider.
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Our investment partners
Wren Sterling works with many of the best known fund managers in the UK and our investment options are drawn from the whole of the market, affording our clients the choice they deserve and ensuring we’re tailoring our investment strategy to every client’s individual circumstances.
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Our Investment Committee
Our Investment Committee oversees the investments that our advisers are able to recommend. This oversight is provided by external industry experts, independent fund researchers as well as Wren Sterling advisers and members of our Executive Team.
WHY US
Some facts about Wren Sterling
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14,000+
Clients
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£6.5bn
Assets Managed
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100+
Financial Planners
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96%
Client Retention
Statistics correct at March 2023
Read about how our clients feel about financial planning with Wren Sterling.
Looking for more information? Try out topic guides
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Making the most of ISAs
Making the most of ISAs
Download our guide to ISAsISAs are a staple product of financial planning. Find out how people make the most of their allowances each tax year.
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Investing for children
Investing for children
Download our guide to investing for childrenWe all want the best for the next generation. Investing to help children go to school, university or setting them up in adult life can take time and investment, so it pays to start early.
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Pensions tax planning for high earners
Pensions tax planning for high earners
Download our guide to pension tax planningHigh earners have unique financial planning challenges and opportunities. Our experience in this area helps our clients maximise their earnings to meet future goals.
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Financial protection for you and your family
Financial protection for you and your family
Download our protection guideProtection is your safety net, guarding you and your family against the unexpected and giving everyone financial security.
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Estate planning
Estate planning
Download our estate planning guideClarity and control. Knowing that your estate will pass the way you want it to can be incredibly reassuring to you and your family.