What if I want to make an appointment?

If you are interested in any of the services, please call us today on 01325 366366 and set up a no charge initial appointment with an expert advisor.

The appointments are held in any of our branches so you can be sure that the confidential information discussed can be done in private.

Wren Sterling have provided an insight into what you can expect at an appointment:

In your first meeting your adviser will assess your needs to ensure that we fully understand your circumstances, financial objectives, the level of risk that is acceptable to you, and any restrictions you wish to place on the type of investments or policies you will consider. Only then, when we know we can make recommendations that are entirely suited to your needs and objectives, will we do so. We’re very comfortable liaising with your accountant and solicitor so that we can dovetail all professional advice.

We will provide all your documentation in a clear and concise manner, without jargon and with a full, detailed explanation.