Wren Sterling Reviews

4.61 Rating 156 Reviews
92 %
of reviewers recommend Wren Sterling
Merchant Metrics
Customer Service
Communication Channels
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0370 1432 100




13-19 Derby Road, Nottingham

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Anonymous  // 01/01/2019
Friendly, helpful and listened to our requirements. Very happy with the reccomendations suggested.
Posted 1 year ago
Pleased with investment returns and strategy to give me a good chance of a secure income in retirement. Knowledgeable adviser and an excellent private meeting area in the office.
Posted 1 year ago
For many years I have been given sensible, and realistic advise in all money
matters by competent staff. Customer service has been of the highest
standard, always.
Posted 1 year ago
We have experienced a bad experience between Nottingham Building Society and Wren Sterling . Took a year via our Solicitor to get it sorted out . Why is the Nottingham still doing business with seen Sterling, both companies were guilty of the delays
Posted 1 year ago
Took two weeks to get the paperwork to sign for funds which will take another 10 to 12 days mean time I've lost out on the car I wanted will definitely be looking for a new company to invest my pensions with angrys not the word they are totally useless do not deal with them Cowboy outfit at best
Posted 1 year ago
Greame the adviser was very knowledgeable and helpful and we were happy witht the service.
Posted 1 year ago
I had two appointments, one for the initial look at my finances and my several pension savings, and the second for the recommendations after the advisor's investigations.
The first went very well, taking about an hour, also assessing my risk-wiilingness.
The second also took about an hour. and I was given a clear idea of my anticipated finances for the next six years before I retire, and the years after. My pension pots were all approved, and only needed a few tweaks, but it has given me peace of mind knowing that I should be reasonably secure for the foreseeable future.
The advisor, Paul Grew, is very polite and easy to communicate with.
Posted 1 year ago
My IFA was very insightful and worked with me to identify and map out a plan of action re my different pension plans. Really nice guy and acknowledged the financial knowledge I already have so tailored the discussion accordingly. The risk appetite scoring was a good tool. Great experience and highly recommended.
Posted 1 year ago
I found Rita Verma highly professional and very personable. She explained the options available to me succinctly and put together a package suitable to my needs. Excellent service and would recommend her and the company to family and friends
Posted 1 year ago
I have always been very comfortable in my dealings with Rob Hudson. He makes a real effort to understand what I want and how I feel about financial matters and in my opinion provides me with suitable advice.
Posted 1 year ago
Disappointing start with Wren Sterling, it seems I've found myself in the middle of a "reshuffle" in the company that has resulted in lack of enthusiasm and service from the staff.
Posted 1 year ago
Very good and informative
Posted 1 year ago
It was a comprehensive meeting and a good final report. The professional involved was clear with options, using my personal attitude to risk
Posted 1 year ago
Recently felt the need to start drawing my pension after delaying for a year however the service so far is poor and it seems there are delaying tactics it paying out my requests for a satisfactory withdrawal. The customer service is a disgrace.
Posted 1 year ago
Hi, I'm sorry you've experienced delays in receiving your withdrawals. Sometimes it can just take time when we're dealing with something as important as pension payments and third party providers. However, if you want to make a complaint about the service you have received so it can be fully investigated, please email complaints@wrensterling.com
Posted 1 year ago
not completed our meets yet
Posted 1 year ago
Very friendly but efficient financial advisor who listened to my situation before offering suggestions for best options. Not pushy but responded swiftly. Would use again
Posted 1 year ago
Because I wanted something different than was recommended I am classed as an insistent client. The attitude of the advisor changed when I asked for what I wanted on not what he wanted me to do as his recommendation
Posted 1 year ago
Hi, sorry you were not satisfied with our recommendations during the advice. We always try to accommodate our clients' requests but we have to stand by our recommendations, which are given after we've followed our strict research processes. Hopefully over the course of your relationship with us we'll be able to accommodate more of your requests into the plan as we get to know you and your objectives better.
Posted 1 year ago
I would not recommend, service is shoddy, expensive and unprofessional.
They make school boy errors when dealing with customers money and try to blame everyone else for the mistake.
Surprised Nottingham Building Society still use them.
Posted 1 year ago
I previously had discussions with two IFA, one from a major bank. It seemed impossible for me to have any connection with these people after the disgraceful and unforgiveable behaviour that led to the worldwide 2008 financial crash. It was pure chance that I met Rita Verma at the West Brom, BS. At the end of the day, however, its the figures that matter. After the first year the results were no better than "ok". Results for the second year MUST be better, and I think they will be.
Posted 1 year ago
In these difficult times with Brexit and a possible second Scotland indi ref i have always found Wren Sterling advisors to help their customers to make informed decisions .
Posted 1 year ago
Wren Sterling is rated 4.61 based on 156 reviews