Financial planning consultancy

You can now access a full range of financial planning services provided by Wren Sterling, at a specially negotiated discount.

This service allows you to carry on doing what you do best – running your business - with the peace of mind that your personal finances are in the best possible shape. 

Wren Sterling specialise in all aspects of employee benefits, business protection and succession planning. They look at the whole picture, so every aspect of our financial advice drives you towards your business goals.

Wren Sterling offers advice on a full suite of business protection services, including key person protection, shareholder protection, business continuity planning and relevant life policies. They provide financial education workshops so your employees can fully understand the state pension, their company pension and associated benefits.

They also provide a range of employee benefits solutions, including a full review of your existing arrangements and recommendations on new arrangements that best fit your business strategy.

Services:

• Auto-enrolment
• Employee benefits
• Financial education
• Business Assurance
• Succession planning

Business owners often have bespoke financial planning requirements as they straddle business ownership and personal financial planning. Wren Sterling specialise in all aspects of investments, protection, retirement planning, inheritance tax planning, executive pension planning and profit extraction and exit strategies.

By understanding you and your business, they’re able to ensure they’re advising in complete knowledge of your entire circumstances and can advise on the most appropriate course of action. They’re also on hand to talk to employees about their financial planning arrangements and all fees will be disclosed to you before any work takes place.

Services:

• Investments Protection
• Planning for retirement
• Passing on wealth and inheritance tax
• Family financial planning

"Bira and Wren Sterling's recommendation of Steve Blissett at Rodliffe has been fantastic. Steve has helped me build my business plan and has offered first class advice. He’s a pleasure to work with and I  would recommend his company to other Bira members."

Rose Foster, Owner of Rose Foster Boutique Ltd