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David Smith
Operations Director at Wren Sterling
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Work Experience
Jun 2015 - Present · 9 years and 7 months
Operations Director
Mar 2016 - Present · 8 years and 10 months
Divisional Director - North
Jun 2015 - Mar 2016 · 9 months
Managing Director
Aug 2010 - May 2015 · 4 years and 9 months
Company Details
201-500 Employees
Wren Sterling is a nationwide independent financial planning business with multiple offices across the UK. Wren Sterling specialises in all aspects of savings, investments, retirement planning, and financial advice for businesses. Our purpose is to help create a better life for our clients and their families, now and for generations to come. We do this by making the complex simple, developing bespoke financial plans, and establishing long-term relationships that give our clients clarity, confidence and control.
Year Founded
2015
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Banking services, Financial and insurance services, Business Services, Independent financial advisers, Capital and financial investment consultants, Retirement & Financial Planning
HQ Location
13-19 Derby Road Nottingham, Nottinghamshire NG1 5AA, GB
Keywords
Financial PlanningFinancial AdviceInvestmentsPensionsRetirement adviceInheritance taxEmployee benefitsProtectionPrivate equity servicesPension Transfers
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