Our Process:

Wren Sterling offers a personal, one-to-one service with advisers who will talk you through your financial situation and discuss your goals. During your meetings with us we’ll listen to your hopes and aspirations, work with you to understand your current circumstances and any concerns that you may have, and establish your priorities.

The initial meeting with your adviser is at Wren Sterling’s expense and is without any obligation. During this meeting we’ll discuss areas of financial advice where we may be able to assist, such as:

• Planning for retirement and passing on wealth
• Protecting you and your family from uncertainty
• Investment planning
• Business advice

Your adviser will then prepare a plan of action, tailored to you. As independent financial advisers, we are able to select products without being restricted to any one provider. You will then have control to say whether or not you wish for this plan to be put into effect. Fees are openly disclosed throughout the process, and must be agreed to before chargeable work is undertaken.

If your circumstances ever change and you need to alter your financial plans, you can contact your adviser for a review meeting. This is your opportunity to update your adviser, and discuss whether any new objectives might affect your financial plans.

Your adviser will also contact you regularly as part of your ongoing service package to arrange reviews.

Learn more about Wren Sterling's on-going service >>