About Wren Sterling Oxford
Wren Sterling is a substantial national financial planning firm with a dedicated office in Headington, Oxford, serving individuals and businesses across Oxfordshire and the Cotswolds. The firm specialises in both personal financial advice and corporate employee benefits consulting, making them particularly valuable for professionals working for larger employers who want to maximise the value of their workplace benefits packages. Wren Sterling has helped improve thousands of employees' financial wellbeing through education on employee benefits, budgeting guidance, mortgage advice, and retirement preparation. They offer corporate clients exclusive free initial consultations for employees, typically spending 30-60 minutes helping staff understand their benefits and financial options.
For individual clients, Wren Sterling provides comprehensive financial planning services including pension advice, investment planning, and retirement planning. Client testimonials highlight professional, knowledgeable advisers who explain complex concepts clearly in layman's terms, with responsive support and efficient service. One client praised their adviser Mark Torrado as "very professional, had impeccable knowledge and explained everything to me very clearly in layman's terms." The firm's Chartered status demonstrates commitment to professional standards, and their scale provides access to sophisticated investment solutions and robust ongoing service infrastructure.
Wren Sterling's dual focus on personal financial planning and corporate employee benefits consulting creates a unique value proposition. They can help individuals at every career stage – from young professionals just starting to engage with workplace pensions and benefits, through mid-career wealth accumulation, to pre-retirees consolidating pensions and planning retirement income. Their Headington location on London Road provides convenient access for Oxford residents and those from surrounding Cotswolds towns. For Oxford-area residents seeking a substantial, Chartered financial planning firm with expertise in both personal financial planning and maximising corporate employee benefits packages, Wren Sterling represents a solid choice with particular value for professionals working for larger employers offering comprehensive benefits.
Fee Structure
Wren Sterling Oxford operates on a Hybrid basis. This combines fixed planning fees with ongoing asset-based charges for portfolio management.
For detailed information about typical financial advisor fees in the Cotswolds, including what you should expect to pay and how to avoid overpaying, read our comprehensive fee guide.
💡 Before Your First Meeting: Always verify FCA registration at register.fca.org.uk and request a clear written fee schedule. A reputable advisor will happily provide both. Read our guide to choosing a financial advisor for more tips.