Expertise

  • Investment
  • Inheritance Tax Planning
  • Income Protection
  • Pensions on Divorce
  • Pension Transfers
  • Wealth Management
  • Pensions
  • investment planning
  • family protection
  • ISA's

Summary

Experienced Chartered Financial Planner, working in and around the midlands. 

Independent, General practice IFA with special interest in Trustee advice, Inheritance Tax Planning, POA, Deputy & COP cases. 

Email Wren Sterling