Get a consultation
Wren Sterling is a nationwide independent financial planning firm that helps thousands of clients to make informed choices about their financial future.
Financial planning is much more than fixing present-day problems. It’s a long-term relationship based on trust and understanding, which guides you through life’s ups and downs. We exist to help our clients lead better lives. With the freedom that comes with knowing your finances are on track, you can focus on friends, family and enjoy life to the fullest.
Who are our experts?
Our experts are based throughout the UK. Many are Chartered Financial Planners, while others specialise in later life care and complex pension arrangements. Whatever your financial planning needs, Wren Sterling offers the industry knowledge and attention to detail needed to meet them.
Mark Torrado – Independent Financial Adviser
When you get in touch with us through MyBump2Baby, we’re happy to help. Mark will support you with any financial planning needs you may have. How can Mark help you? Mark specialises in holistic financial planning for clients’ at retirement by taking complex financial needs and making this simple and easy for clients to understand. He believes in educating his clients understand so that they can understand the ‘whys’ behind his recommendations, his process and value of financial advice. This allows his clients to have confidence in their financial decisions, and their future plans.
Whether you require one-off advice or want to build a long-term relationship, Wren Sterling has a comprehensive range of services and full UK-wide coverage to meet your needs:
- Investing – Deciding how to invest can be a daunting. Our clients find a financial adviser invaluable because we strip away the complex and recommend investments that line up with your overall financial goals.
- Protection – We help our clients create a financial plan that can support your loved ones if you become ill or are unable to work. We conduct a fair analysis of the market, looking to find the right protection for you from multiple providers.
- Retirement planning – You’re never too young to begin planning, as making any retirement income choices will affect your future. We help you answer the big retirement questions; ‘When can I retire?’, ‘How much will I have?’, ‘How can I plan ahead?’
- Inheritance tax and Estate planning – Starting your Estate planning early gives you the best chance of control over what happens next.
What do our clients say about us?
Visit our website, and reviews.io to find out what our clients have to say about us. In the meantime, here’s a recent review for Mark:
“Mark Torrado has proven himself to be always thoroughly professional. He does, however, manage this in a very friendly and relaxed manner, with no hint o superiority or patronising attitude. Mark has proven to be a reliable timekeeper, with advance notice of any changes given timeously. He presents as an extremely approachable and trustworthy young man with whom we feel, as clients, that our interests are being well looked after. Mark has been extremely informative, all information given with consideration and patience – taking time to explain the situation and allowing time for us to assimilate it all. We cannot recommend Mark highly enough and feel safe under his guidance.” – Judith and John
Get a consultation
- Insurance & protection
- Pensions & retirement
- Financial planning
- Long Term Care
It’s important that you’re comfortable with each part of the financial planning process and understand all your available options. We’re committed to guiding you through every step with thorough attention to detail and complete transparency.
In our initial chat, we would like to get to know you and understand your current financial circumstances, your lifestage, your hopes and financial aspirations.
This initial consultation is a short informal meeting, at no cost to you. We will discuss your needs and outline how we may be able to help.