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Wren Sterling Reviews

4.6 Rating 236 Reviews
92 %
of reviewers recommend Wren Sterling
4.6
Based on 236 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

Anonymous
Anonymous  // 01/01/2019
I had my annual review with Andrew Mence, 27th April - Andrew approached this in a very structured way that not only helped me understand options but also explore the benefits of the different ways forward. Andrew is very personable and every session begins with a social element that builds on our engagement/relationship - he also sets a very clear collaborative agenda with some good measurable objectives for the time together. Andrew always checks in to monitor understanding and at the end of the meeting always gives a good summary with detailed next steps!!
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Posted 2 years ago
I had my annual review with Jason Strain yesterday. He is a fantastic Adviser, he reviewed my SSIP with me to understand if my goals and aspirations still align to my investments. He explained how my SSIP is performing and options for the future. I could not recommend him more highly.
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Posted 2 years ago
Clive has been my financial advisor for years and when I was widowed six years ago his understanding and advice were second to none and he is always there to answer any questions I may have. He has a wealth of knowledge where retirement us involved. Thank you Clive for your continued support.
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Posted 2 years ago
Clive Barwell has been my financial advisor for 20 years. I have valued his advice and the personal friendship that has informed his professional assessment of my interests. I look forward to his annual visits and know if I need to cotact him at any time he will be there.It goes without saying that I trust him implicitly.
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Posted 2 years ago
My wife and I had our yearly review with Andrew Mench on 11/05/2023. The review covered a lot of ground and Andrew asked quite a lot of searching questions. Andrew explained in great detail what had gone well and also some things had not gone quite as well. He also suggested a few things that may be to our advantage in the future. Andrew was extremely knowledgeable and friendly and humorous and the whole experience was very good. Ann and Chris
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Posted 2 years ago
As a new client, I have been very impressed with the professionalism and depth of knowledge offered to me by my advisor Alistair McNeil.
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Posted 2 years ago
Couldn’t be happier with the service provided to me by my advisor , Alistair McNeil . Very knowledgeable, always at the end of the phone or email if I have a question and lovely manner when dealing with clients generally. No complaints on the returns on my investment and I have often being pleasantly surprised by its performance, even in the current tough economic environment . More of the same please Alistair
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Posted 2 years ago
Our advisor Alistair McNeil has given us outstanding advice and service and helped us through our pension and retirement process He’s has advised us over several years and is extremely knowledgeable and professional. Always contactable and deals with questions ( no matter how trivial ) promptly
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Posted 2 years ago
Clive has been our adviser for several years, after originally advising my father. We have found his advice for investment and later-life planning to be very attentive and helpful.
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Posted 2 years ago
Alistair McNeil has been my Financial Advisor for a few years now. Experienced and knowledgeable regarding investments and financial matters. He is always available to discuss and help with any questions I might have.
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Posted 2 years ago
Clive Barwell has been my and my late husband's financial advisor for probably more than 30 years and i/we always got excellent advice from him.
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Posted 2 years ago
My wife and I had one burning question - could we afford to retire early. Andrew Mence didn't just look at the money but wanted to understand us and what we wanted from retirement, what our dreams might be, what our attitude to risk was and based on this holistic view he put together a package of advice that showed that with some changes now, we really could achieve the dream of early retirement. He was there every step of the way to ensure that the plan was implemented and was highly responsive to any questions that we had. I can't recommend Andrew highly enough.
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Posted 2 years ago
Clive Barwell has been our financial adviser for many years. He knows us really well which means his advice is delivered to suit our personal circumstances. He works incredibly hard, is impressively responsive and extensively knowledgeable in his field. We greatly value the care he puts in to his advice and management of our finances.
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Posted 2 years ago
Clive was initially adviser to my dad and then he also took us under his wing several years ago. We have greatly valued his trusted and attentive advice for both financial and later years' planning.
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Posted 2 years ago
Clive has been our financial advisor for quite a number of years. He is very experienced and knowledgeable regarding investments and financial matters generally and we are extremely happy with him as our financial advisor. It is a pleasure working with him and it is very re-assuring to know that he is always available to discuss and resolve any questions we might have. We couldn't ask for a better advisor.
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Posted 2 years ago
Mark Torrado our financial advisor has been excellent. He understood our requirements and put together a financial plan which we are absolutely delighted with. He explains often complex financial products very well and is a pleasure to deal with. He very friendly and professional. We p
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Posted 2 years ago
Meeting Jason in a relaxed atmosphere and at the same time giving excellent advice gives me great comfort knowing that he has our best interests and understanding in our finances. Highly recommended.
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Posted 2 years ago
Our meeting with Jason was as always carried out with great efficiency and understanding of our circumstances
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Posted 2 years ago
I have been a client of Clive Barwell for most of my life I have found him as an honest man who gives his Clients good advice. I trust him implicitly to do what is right for me. He is one of the Executors of my Will and he is my best friend. The service is exemplary as is the delivery and the price is good.
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Posted 2 years ago
I was recommended Clive by a friend and I have since recommended Clive and Wren Stirling to other friends. Mum has Alzheimers, and as her LPA, I needed help and advice to identify the best way to pay her Care Home fees. I was able to choose a Lifetime Care Annuity after Clive took me step by step through the process and options. He is patient, approachable and very professional. I wouldn't hesitate to recommend his services to others.
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Posted 2 years ago
Wren Sterling is rated 4.6 based on 236 reviews