Wren Sterling

By working together to understand your goals, we can create a financial roadmap to help you achieve them.
Wren Sterling will look after you and your family’s finances for generations to come. Because we’re invested in your financial success.

Care Fees Planning
We will help you understand the means-testing rules and regulations, what can or can’t be done to protect assets and how the gap between income and care costs can be met.

Financial Planning
If financial matters just leave you cold and you need someone to explain what you should and shouldn’t do with your money, we can help.  Financial planning is like satellite navigation for a car; we find out where you are now, where you want to be in the future and then help you find and stay on the most effective route.

Inheritance Tax Planning
For most people Inheritance Tax is not an issue, but if you think you will leave your family more than £325,000 (£650,000 for a couple), including your home, then we can explain the planning opportunities available.

Investment Planning
If you have more than a modest nest egg in the Bank or Building Society and you want prudent advice on generating income, growth or a bit of both, then we can help.

Home visits are available if required for our clients in the Calderdale & Kirklees area.