During your first meeting with Wren Sterling, you’ll be able to ask your adviser about different areas of advice. They will get to know you, any concerns you have, and the financial goals you want to achieve. Together they'll create a picture of your current finances which will form the basis of Wren Sterling's recommendation.
Your adviser will then research and build a plan to help you reach your financial goals. As Independent Financial Advisers, Wren Sterling are not restricted to any providers, so their recommendations can be built from the whole of the market.
Your adviser will then present your plan to you. At this point you can decide whether or not you wish to take Wren Sterling's recommendation.
If you decide not to take their recommendation, you are under no obligation to continue, as they do not undertake any chargeable work without your consent.
Should you decide to adopt Wren Sterling's recommendations, they will make all the necessary arrangements for the plans and policies to be put in place.
Once you become a client of Wren Sterling your Wren Sterling adviser will be on hand in regular review meetings to discuss any regulatory changes, or changes to your own circumstances and help ensure you’re on track to achieve your financial goals.