Wren Sterling

Having a Financial Adviser still seems unnervingly grown up for us, but as retirement looms and we will need somewhere to live after the Rectory, we have been meeting John McNulty, in person at home, then this year online. He's been very helpful and remains patient when he needs to explain something to us yet again! We'd certainly recommend him.
Apr 23rd, 2021

Positive: Professionalism, Quality, Responsiveness
Mar 15th, 2021

Philip Bailey has been my financial adviser for a good few years, and I have always welcomed his visits and phone calls. His communication skills are excellent, and he has the knack of advising on and explaining my investments in a understandable way. He carries out his duty of care to me, as an elderly person, with complete integrity.
Dec 22nd, 2020

Have been a client of the organisation for many years and have been more than satisfied with the advice given in the difficult times we have experienced. Our main contact, John McNulty, has been instrumental in the consultations and I feel we have been kept fully involved and informed at every turn and we commend his professionalism at every turn.
Nov 10th, 2020

Philip Bailey, who is our Independent Financial Adviser, always ensures a warm welcome, ensures we understand all the necessary procedures and documents, especially before signing. Wren Sterling provide a very good service looking after our investments.
Sep 20th, 2020