Wren Sterling's Personal Finance Portal

Wren Sterling’s Personal Finance Portal (PFP) is the secure way to access your documents and communicate with your Financial Planner.

During 2024, we’re helping our clients communicate more securely with us through the PFP and you can get started right now, once we have some details from you. Some of our clients have been using the PFP for years but now, we’re making sure all our clients use it as the main way of doing business with us. Don’t worry, you will still be able to call and email your financial planner. The PFP helps us ensure that all your sensitive information is processed securely.

Why are we doing this?

Your data security is really important to us and we want to guard against it being compromised by using unsafe communication channels, even email or post.

Getting started

All we need is your email address and permission then we’ll take care of everything else. There’s an introductory video on registering for the PFP below and we’ve also created a handy list of frequently asked questions to help with common problems registering or logging in. Please email registerme@wrensterling.com and we will get back in touch to set you up.

Go to the PFP Go to our FAQ

How to register for the PFP