Wren Sterling Financial Planning Limited
Wren Sterling Financial Planning Limited is an 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
Active since incorporation
Company No
09157918
Private limited company
Age
11 years
Incorporated 1 August 2014
Size
Large
Balance sheet is over £27M
Over 250 employees
Confirmation
Submitted
Dated 30 July 2025 (4 months ago)
Next confirmation dated 30 July 2026
Due by 13 August 2026 (8 months remaining)
Last change occurred 4 months ago
Accounts
Due Soon
For period 1 Apr ⟶ 31 Mar 2024 (1 year)
Accounts type is Full
Next accounts for period 31 March 2025
Due by 31 December 2025 (23 days remaining)
Shareholders, PSCs & Group Structure
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Mutual Companies
David William Kelly and Linda Anne Payne are mutual people.
Active
David William Kelly and Linda Anne Payne are mutual people.
Active
David William Kelly and James Douglas Robert Twining are mutual people.
Active
David William Kelly and James Douglas Robert Twining are mutual people.
Active
David William Kelly and James Douglas Robert Twining are mutual people.
Active
David William Kelly and James Douglas Robert Twining are mutual people.
Active
Brands
Wren Sterling is an independent financial planning firm that provides financial plans and establishes long-term relationships with clients..
Clive Barwell is a Registered Trust & Estate Practitioner and an independent financial adviser based in Leeds, specialising in later life financial planning.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Mar 2024
For period 31 Mar ⟶ 31 Mar 2024
Traded for 12 months
Cash in Bank
£17.33M
Increased by £13.93M (+410%)
Turnover
£30.57M
Increased by £5.48M (+22%)
Employees
280
Increased by 38 (+16%)
Total Assets
£120.93M
Increased by £49.28M (+69%)
Total Liabilities
-£44.71M
Increased by £11.25M (+34%)
Net Assets
£76.23M
Increased by £38.03M (+100%)
Debt Ratio (%)
37%
Decreased by 9.73% (-21%)
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Repayment History
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