Cambuslang, Scotland, United Kingdom
Specialties: Pension Consolidation, Post and Pre Retirement Planning, Investment Planning (ISA & GIA), Corporate Pensions including Auto Enrolment and Work Place Pensions and Staff Benefits Schemes (Death in Service, Group PHI) I believe my approach to financial planning helps you achieve your financial goals and objectives wherever you are on life’s journey and whether you are an individual or a business. At Wren Sterling we use our expert knowledge and experience along with the most up to date technology to ensure our clients have peace of mind that their financial plan will achieve their goals. I have a passion about your retirement journey and can help you understand and make informed decisions around the choices you have at each stage of your life towards retirement and beyond. I aim to help you achieve the maximum income relative to your situation, utilising all your tax allowances and taking the minimum investment risk to achieve your goals. My clients confirm the value I deliver because they continue to remain clients and frequently recommend me to colleagues friends and family. I am committed to achieving Chartered Financial Planner status.
Provide comprehensive financial advice to clients with regard to their Pension, Life Assurance and Investments. Corporate pension scheme advice, Automatic Enrolment amd Work Place Pension specialist. Group Risk Adviser, dealing with new joiners and existing clients who are part of Company Pension, Life Assurance
As a Financial Consultant I meet with our existing client; Used my knowledge and experience to advise our client with regard to their Pension, Life Assurance and Investment. Group Risk Adviser, dealing predominantly with existing clients who are part of Company Pension, Life Assurance and Income Protection Schemes.
Used my knowledge and experience to advise our client with regard to their Pension, Life Assurance and Investments Group Risk Adviser, dealing with new joiners and existing clients who are part of Company Pension, Life Assurance