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Invested in your financial success
Welcome to Wren Sterling. We're independent financial planning experts who can help you and your family build a better future.
Our services
Our Services
Learn more about the services we provide to individuals and businesses.
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Investments
Investment options are unlimited but your investments and investment goals are as unique as you are, so let us guide you.
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Protection insurance
A secure, well-constructed plan begins with life and critical illness insurance for you and your loved ones.
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Inheritance tax
Our later life experts can help organise your estate for maximum tax efficiency, giving you and your family step-by-step clarity on what happens next.
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Retirement planning
When? How much? And how? Our financial planners will answer your questions and create a custom plan for life beyond the workplace.
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Tax planning
Organising your wealth in the most efficient way, and utilising your allowances is central to good financial planning.
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Workplace
We offer employee benefits advice and workplace wellbeing, with consultants that bring financial planning to life for your workforce.
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Sustainable investments
Sustainable investors consider ethical factors when making their investment decisions. Find out how we can help you invest to support what you care about.
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Divorce
Untangling a lifetime of financial affairs can be difficult. Find the most tax-efficient way to divide assets with a Financial Adviser.
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Mortgages
Talking to a Mortgage Adviser a few weeks before starting viewings can help you, whether this is your first mortgage, or you’re looking to remortgage.
WHY US
Some facts about Wren Sterling
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30,000+
Clients
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£10bn+
Assets under advice*
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150+
Financial Planners
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98%
Client Retention
*Assets under advice as at January 2026.
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Wren Sterling's purpose is to help create a better life for our clients and their families, now and for generations to come. We do this by making the complex simple, developing bespoke financial plans and establishing long-term relationships that give our clients clarity, confidence and control.
James Twining,
Chief Executive Officer -
Wren Sterling is continually investing in our client experience. Our Commercial team is responsible for the maintenance of investment panels that our financial planners recommend to clients, we have upgraded our brand, we're delivering an enhanced service promise to our valued clients, and we are always looking for partnerships that create value for our clients through the availability of additional services.
Paul Chafer,
Chief Commercial Officer
What our clients say
Download our key topic guides
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Saving for retirement
Saving for retirement
Download our guideIt pays to plan ahead when it comes to retirement. Get started with our simple guide.
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Retirement tax planning
Retirement tax planning
Download our guideUnderstanding tax in retirement is essential for making sure your money goes as far as possible.
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Making the most of ISAs
Making the most of ISAs
Download our guideThe ISA protects your wealth from tax, so it makes sense to use them as much as possible.
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Tapered Annual Allowance guide
Tapered Annual Allowance guide
Download our guideIf you’re a higher earner, learn how this will affect an efficient pension contribution strategy.
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Financial protection for you and your family
Financial protection for you and your family
Download our guideFinancial planning is not just about growth, it is also protecting what you have and those closest to us.
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Planning inheritance tax
Planning inheritance tax
Download our guideInheritance tax (IHT) planning can be complicated – our guide aims to help you understand your IHT liability and take control of your legacy.
Pension Calculator
What will your retirement look like?
It can be difficult to visualise retirement, but knowing how much money you’re likely to have can help. Our pension calculator extrapolates your current situation and retirement saving plan to give you an estimate.
