wrensterling.com レビュー 3

I am a long standing client of Wren Sterling. I have been trying to contact them all day with regards making a complaint regarding the poor service and advice (at least in my eyes) I have received from them. Despite several calls, messages via the client portal, emails and chats,... nothing!
For transparency my advisor did eventually call me, but to be honest I am done speaking to him.
I thought Wren Sterling were supposed to be a professional outfit, sadly today they've made me feel like something you scrape off your shoe!

Mark Torrado provided me with information which was easy to understand and made sure I was happy with his responses to my questions.

He kept in touch throughout the time and made, what I thought, a complicated matter very simple to understand.

Would definitely recommend contacting Mark to discuss your financial issues.

I consulted Wren Sterling for pension advice and initially they were very helpful one I consolidated two of my 3 pensions. However, once I reached retirement, the broker was clearly very unhappy when I chose to draw my main company pension scheme direct, rather than moving it to be managed. This increased when I chose an annuity for the other (consolidated) pension. I was very clear, having checked out all of my options what I wanted. Twice they set up a further calls trying to persuade me to let them continue to manage the fund (naturally for a further fee). When it was clear I wanted an annuity, they offered me one in Canada that I tentatively agreed to, which they later told me was now close.
It was at this point I walked away, as I felt if they didn't even know which products/funds were still taking customers on, then I wasn't going to trust them with £300K of my money.
I submitted a written complaint to the company as I wondered if I'd just had a poor advisor, but the manager was worst, completely disinterested in me or my complaint.