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Wren Sterling Reviews

4.6 Rating 233 Reviews
92 %
of reviewers recommend Wren Sterling
4.6
Based on 233 reviews
Shipping & Delivery
Delivery Methods
Own Driver
Customer Service
Communication Channels
Live Chat, Telephone, Email
Queries Resolved In
Under An Hour
Read Wren Sterling Reviews

Phone:

0370 1432 100

Email:

marketing@wrensterling.com

Location:

13-19 Derby Road, Nottingham,
13-19 Derby Road, Nottingham
NOTTINGHAM
NG1 5AA

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Anonymous
Anonymous  // 01/01/2019
Fantastic service provided from our Rita wren specialist. Rita is very professional and brilliant with her work.
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Posted 4 days ago
This year my husband and I started working with Rita Verma, she has been really helpful and always gets back to us quickly if we have any queries. She has explained all aspects of our finances well and we look forward to continuing to work with her in the future
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Posted 1 month ago
I have had the pleasure of working with Rita as a financial advisor on multiple occasions, and she is truly exceptional. I have referred several clients to her, and she consistently goes above and beyond to assist them. I would highly recommend
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Posted 1 month ago
Rita has been my advisor for many years, has always kept in contact and made herself available whenever I need some advice. As well as the regular reviews she keeps me up to date with necessary information and better ways to manage my finances. This includes helping me with life insurance to help cover inheritance tax when the time comes. A very pleasant friendly lady, understanding and easy to work with.
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Posted 1 month ago
Really helpful meeting with Rita Verma.
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Posted 1 month ago
I’ve had the pleasure of working with Rita. I found her very thorough, she certainly knows the market. Rita listened to my requirements and offered the best options available and tailored them to suit my needs. Wren Sterling really are the financial experts.
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Posted 1 month ago
We have recently been reviewing our finances for retirement and inheritance tax planning and approached Wren Sterling for help in this. Rita Verma has been invaluable in guiding us through a number of difficult decisions. Her approach has been to get to know us as a family. She never rushed us to make a decision and her advice has been very tailored to meet our requirements in the immediate and long term. We are very happy with the advice we have received and confident that Wren Sterling’s expertise in all financial matters underpins the advice we have received.
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Posted 1 month ago
Rita Verma is a fantastic financial advisor she offers really good financial advice and support and nothing is too much trouble, would highly recommend.
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Posted 1 month ago
Cannot recommend Rita Verma enough. She is fantastic at what she does. She is so professional and communicates exceptionally. Thank you for all your help and advice over the years.
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Posted 1 month ago
Amazing service
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Posted 1 month ago
Rita has grown our investment exponentially over the years, I am very impressed with her positive thorough attitude each and every time. Always, keeping our best internet first. Recommended many family and friends. Thank you
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Posted 1 month ago
I have dealt with Rita Verma for a number of years and have always been very impressed by her personal service and excellent knowledge. She has helped me on a few different occasions and every time I have been extremely impressed - would recommend Rita to anyone!
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Posted 1 month ago
Me and my wife went with Wren Sterling three years ago and we have been seeing Rita verma .she is very professional and helpful and understanding about our pensions and investments. She has helped us in taking early retirement which we wouldn't have been able to do without her .we highly recommend Wren Sterling and Rita verma.
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Posted 1 month ago
Mark from Wren Sterling has been helping me to understand and manage my pension options. Mark manages to combine expertise and professionalism with a very supportive customer focused approach. I understand much more than before, feel my pension is in safe hands and am very grateful our paths crossed.
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Posted 3 months ago
I have a pension account set up with wren sterling and standard life. I pay wren sterling to run and keep me informed about my pension plan. I am supposed to get an annual statement as to how it is performing. No statement last year or this. I have been in touch with wren sterling about this and all they have done is check that standard life have my correct address. I have been in touch with standard life myself and they were very helpful and a statement is on its way in the post. What service am i paying wren sterling for when i have to do all the work for them.
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Posted 4 months ago
My husband and I have recently undertaken a significant review of our pension & savings plans throughout which we have received fabulous help and advice from James Allen. He has steered us through a maze of options to arrive at solutions that best suit our financial requirements. James is knowledgeable, trustworthy and always responds quickly to any queries we have raised with a thorough explanation. We have recommended him to a number of our friends who have all been impressed by his professionalism.
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Posted 7 months ago
Mark Torrado made a very difficult and stressful time very easy to manoeuvre. His knowledge, compassion and empathy were second to none even when I was ranting about things I clearly knew nothing about. He listened and explained in a way I could better understand, and am now going to receive everything I am entitled to with all the stresses gone. I would recommend Mark to anyone considering their retirement and pension options.
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Posted 7 months ago
Alistair McNeil in Glasgow was very helpful in getting my pension arrangements rounded up and all pointing in the right direction. Alistair made the process so smooth and I found his guidance and advice all very reassuring in what was a bit of a minefiled to me. Thanks Alistair - lets keep in touch.
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Posted 9 months ago
The prospect of planning for retirement seemed daunting given that I had a selection of pensions that I had paid into during my working career. I was unsure if there would be any benefit in amalgamating them, but I didn’t know the best way to go about this. I shouldn’t have been concerned because Mark Torrado from Wren Sterling met with me, reviewed all options and provided recommendations. Most importantly for me, he explained everything in terms that I understood. Mark treated me as an individual and I really felt that he had my best interests at heart. I can now see a clear way forward and instead of dreading the future, I feel much more confident. I feel incredibly fortunate to have Mark advising me - he is a great asset to the Wren team.
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Posted 9 months ago
Having dealt with a number of financial advisers through the years, it was an absolute breath of fresh air dealing with Mark Torrado from Wren over the past few months. With previous advisors you often got the impression they were more concerned with their commission rather than offering the best advice/products for you, whereas with Mark he went over everything with you in fine detail, explaining all options, & in fact with one of my two pensions that were maturing, he opinioned that I should keep it where it was, & although there was no benefit or commission for himself, helped me through the process of accessing & activating that side of the pension. With accessing most private pensions there is a requirement to utilise a financial advisor, & I can’t recommend Mark highly enough.
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Posted 10 months ago
Wren Sterling is rated 4.6 based on 233 reviews