Wren Sterling
Wren Sterling is an independent financial planning firm that provides financial plans and establishes long-term relationships with clients.
- Mortgages
- Tax Planning
- Estate Planning
- Investment Advice
- Financial Planning
- Retirement Planning
- Workplace Wellbeing
- Sustainable Investments
- Employee Benefits Advice
- Discretionary Fund Management
Locations
Competitors
Principal & Prosper is a financial advisory firm that has been providing dependable advice and solutions for over a decade.
Fidelius Group is a forward-thinking financial services company that provides comprehensive financial planning and wealth management solutions.
MVAM Financial Advice is a community-based investment business that focuses on building relationships with clients through communication and trust.
Company Details
Wren Sterling is operated by Wren Sterling Financial Planning Limited and is a Active company incorporated on 1 August 2014 with the registered office located in Nottingham, Nottinghamshire. Wren Sterling Financial Planning Limited was registered 11 years ago.
Status
Active
Size
Large
Directors
7
Age
11 years old
Employees
280
Turnover
£30.57M
Total Assets
£120.93M
Cash in Bank
£17.33M
Total Liabilities
-£44.71M
Teams
191
122
92
29
26
15
3
Chief Executive Officer • Joined Feb 2022
Executive Assistant To Chief Executive Officer • Joined Aug 2018
Non Executive Director • Joined Jan 2023
Chief Operating Officer • Joined Sep 2018
Chief Investment Officer • Joined Sep 2022
Chief Commercial Officer • Joined Apr 2015
Chief Financial Officer • Joined Feb 2024
Executive Assistant • Joined Nov 2020
Acquisition Executive • Joined Oct 2022
Marketing Executive • Joined Apr 2017
Chief Investment Officer • Joined Sep 2022
Chief Financial Officer • Joined Feb 2024
Senior Finance Business Partner • Joined Apr 2024
Investment Manager • Joined Nov 2023
Paraplanning Manager • Joined Aug 2024
Acquisitions Director • Joined Nov 2021
Senior Wealth Manager • Joined Dec 2016
Financial Planning Manager • Joined May 2016
Private Client Manager • Joined Mar 2016
Financial Planning Director • Joined Nov 2006
Executive Assistant To Chief Executive Officer • Joined Aug 2018
Executive Assistant • Joined Nov 2020
Office Manager / PA • Joined Mar 2023
Administrator • Joined Apr 2019
Administrator • Joined Jun 2016
Administrator • Joined Oct 2023
Administrator • Joined Feb 2015
Administrator • Joined Apr 2024
Administrator • Joined Sep 2019
Administrator • Joined Feb 2023
Chief Executive Officer • Joined Feb 2022
Chief Operating Officer • Joined Sep 2018
Acquisition Executive • Joined Oct 2022
Operations Manager • Joined May 2016
Paraplanning Manager • Joined Aug 2024
Sales Manager • Joined Apr 2015
Operations Manager • Joined Nov 2019
Regional Manager • Joined Mar 2016
Operations Manager • Joined Nov 2019
Operations Manager
Operations Manager • Joined May 2016
Facilities Manager • Joined Jan 2025
Operations Manager • Joined Nov 2019
Operations Manager • Joined Nov 2019
Operations Manager
Regional Director • Joined Nov 2022
Regional Director • Joined Jun 2023
Regional Director • Joined Feb 2023
Director, Partnerships
Regional Director • Joined Jul 2022
Financial Planning Director • Joined Nov 2006
Director & Chartered Financial Planner • Joined Feb 2023
Corporate Consultant • Joined Sep 2012
Corporate Consultant • Joined Mar 2015
Financial Planning Analyst • Joined Feb 2023
Senior Corporate Consultant • Joined Sep 2016
Private Client Consultant • Joined Jun 2016
Business Quality Consultant • Joined Sep 2015
Chartered Financial Planner • Joined Feb 2023
Independent Financial Advisor • Joined Apr 2014
Non Executive Director • Joined Jan 2023
Chief Commercial Officer • Joined Apr 2015
Partnership Support • Joined May 2013
View 191 members