Financial advisor in Glasgow

“Renata has been helping me with my financial planning for a few years now. She helped me combine my multiple pension accounts to make it work more effectively for me She listens to my whole of life plan and is genuinely interested in me and how I want to build my finances She has guided me compassionately through some difficult times and celebrated with me when I’ve came through the challenges thriving. She is like a friend as well as a financial advisor. I’d recommend a chat with her if you’re looking to get your finances in order”

“Over and above advice and help from Alan, he has been one step ahead throughout whole process”

“I have been a client of Wellington Wealth for around 3 years. During this time they have been great to deal with, providing me with very good advice both from my investments point of view, but also what to do with my various pension pots that I have built up across multiple previous employers. Having taken their advice and assistance on board, both my investments and pension have far outperformed what I could have expected elsewhere and continue to do so. I have taken the opportunity to have multiple reviews with them where they have given me excellent service and advice. I have recommended them to a number of my work colleagues and friends who have also benefited from their advice. I would highly recommend them.”

“First class service. Colin arrived at my home punctually and I found him to be pleasant with good communication skills. I was kept well updated throughout the whole process and was extremely pleased with the outcome and level of professionalism. Would not hesitate to recommend him.”

“Exceptional service, outstanding knowledge and a determination to help you succeed. The phrase 'going above and beyond' may well have been created with this firm in mind. I cant recomend highly enough.”

“Hi, if you’ve been thinking about doing more to review your Pensions, as I was, I cannot recommend Mark Torrado / WREN Sterling enough. I’d collated all my pension info, saw I had more than one pension with one of the main administration/investment firms, and started thinking perhaps consolidating would save me admin fees. But there are a number of considerations, so I had ‘put it on pause’ several times. But then a redundancy made me have to consider things. So that’s what ‘jolted’ me into action, but I wish I had done it sooner. Mark was not only patient and listened, he understood and had empathy. He guided me through options, making sure I understood things. There was never a ‘dumb question’. Once my decisions were made (and I felt confident doing so by this point), he and the team at Wren worked swiftly. I’m in the fortunate position now that, should I not get another job, I know I can manage. Frugally, but it’s a huge weight off my shoulders. Mark is easy to talk to, helps with understanding, professional at all times and certainly not ‘the sales man’ type. I felt he invested his time in me, did his ‘homework’ and as a result he earned my trust. Knowing your Pensions, to make sure they are performing and when they can start to ‘pay out’, is important to us all. If it feels TOO BIG a job, then I can only say that I found speaking to Mark a game changer.”