Financial wellbeing

Wren Sterling has helped thousands of employees to understand their employee benefits, to budget effectively, to access mortgage advice, to prepare for retirement and much more. Whatever is relevant to your workforce, we can deliver through a webinar or seminar programme, reaching all your employees. We run 12 month campaigns or one-off sessions, always with a focus on increasing understanding and signposting sources of information for your people to take control of their finances.

Wren Sterling can offer Corporate clients an exclusive free initial consultation for employees on retirement planning. Our financial planners can spend 30-60 minutes with employees running through their retirement options and plans. Should they decide to proceed and become a Wren Sterling client, we will apply a discount on our fees in recognition of our relationship at a Corporate level.

Wren Sterling has created a Pension and Benefit Planning service specifically for the personal financial planning needs of senior executives, directors and business owners. We know your people are central to your success and you want to remunerate them in a way that makes your commitment clear. Supporting that will undoubtedly be a benefits scheme that satisfies their professional and lifestyle aspirations.
However, when you offer competitive salaries and benefits to your executives it can introduce tax planning issues, if it isn’t managed proactively by an expert financial adviser. Wren Sterling overcomes this by pairing corporate advisers with private client advisers, ensuring you get the maximum benefit from your investment in our relationship.

We can help you support your executives directly by providing holistic personal financial advice that covers everything from their pension arrangements to wealth planning to protection.

• Executive Pension Planning
• Cashflow Planning
• Wealth Management
• Holistic Financial Planning
• Relevant Life Policy
• Executive Remuneration