Wren Sterling

My mother has her investments with this company. Over the last year, my mother has development dementia and now needs round-the-clock care which is very expensive. I need to draw down from her investments to fund this. In spite of having informed Wren Sterling of this requirement during the summer and given explicit instructions last month, nothing has happened and within a couple of weeks, we will run out of money. I cannot get any response out of the company.Further update: In the last week, I have had some contact from the company. I have had to fill in forms and provide various documents. I was promised that the money would be in her account today. It wasn’t.Further update (two weeks later): Another two weeks, have passed and we still have no received any of the requested funds. Today I was promised that the money will be paid tomorrow. This is the third day running that I have been told we will have the funds the next day, but I am still waiting.There really is no point in having savings if you cannot access them when you need them. Beware that with Wren Sterling, you may not have access to them for long time. It is now over seven weeks since I give specific instructions about payment and they have still not executed them.

I know times are difficult at present but having been given two phone numbers that only went to answerphone numerous times throughout an entire day, a specific email address a partial chat conversation and a web based enquiry I eventually received a call back. If you are on reduced staffing please provide some expectation in some kind of response or voice message on the phone, it would at least reduce frustration at an apparent lack of response.

Hopeless first contact with this firm. The contact gave me two definite advisors names then cancelled on subsequent phone calls. Then she cancelled the day and finally we settled on a third advisor and another date.Do I have confidence in this firm to handle my affairs-not really!!!

We have been happy with our financial advisor, Mandip Sidhu. He is a good listener; acknowledging and addressing any concerns and questions we have had. Mandip explains everything clearly and thoroughly. We have felt confident working with him.

I have been a client of David Simons for a number of years and prior to the old companies merger with Wren Sterling. I cannot praise him enough with regard to his professionalism, subject knowledge, help, guidance and advise concerning all things of a financial nature. He has gone out of his way to help me with financial matters on the periphery of my investments and all his advise has been excellent. I give 5 stars to Divid and a big thank you.

I have used Michael Rigg for nine years now. He advised me on setting up two long term investment plans. Every year he has undertaken a thorough review for me. Five years in my persnal circumstances changed so he recommended a different risk profile investment for one of the funds. Both funds have performed well under the circumstances. I would have no hesitation recommending Michael and Wren Sterling to friends and colleagues who are seeking independent professional advice.

This company appears incompetent at every level. After giving me bad advice about one of my pension pots later overturned by another financial advice company, they then offered moderate compensation which they failed to pay despite numerous reminders from me. The 2 advisers I spoke to directly were supercilious and very much spoke down their noses at you, assuming they knew better about my own financial opportunities. Avoid these out of touch people at all costs!

Wren Stirling was recommended to me by The Nottingham Building Society, advice given to me by Steve Smith proved invaluable in helping to guide me through the Pension minefield. I would have no hesitation in recommending Steve Smith for advice on all financial matters.Mick Todd

Excellent advice and support from Steve Smith over the years. An investment made about 7 years ago recently reached maturity - and the return was excellent. So thank you Steve, your support over this and other financial issues is much appreciate,

I am sorry to say that my experience with Wren Sterling was unsatisfactory in nearly all respects from the initial contact when telephone appointments were made and subsequently cancelled at short notice and when the telephone interview took place the stated remit of the interviewer was exceeded and the final named interviewer was incorrect. This along with spelling errors in correspondence led me to consider that I was dealing with an unprofessional organisation. First impressions are vitally important in any relationship. Ultimately I agreed with and accepted Wren Sterling’s recommendation.