Committed to Your Financial Future

Operating across Lichfield and the wider Midlands, Rita Verma (Wren Sterling) brings more than a decade of experience as a Chartered and Fellow Financial Planner. Since beginning her financial services career in 2005, she’s helped countless individuals and business owners make sense of their money, plan for the future, and protect what matters most. Rita’s advice combines technical expertise with real-world practicality, designed to grow wealth confidently and preserve it for generations to come.

Personal and Business Financial Planning

Rita works with a wide range of clients throughout Lichfield, from families wanting to secure their future to SME owners looking for strategic guidance. Her approach is refreshingly straightforward, turning complex financial matters into clear, achievable steps that align with each client’s ambitions.

Her areas of expertise include:

• Pension and retirement planning

• Investment strategy and portfolio management

• Tax-efficient investing

• Inheritance tax and estate planning

• Life and business protection policies

• Shareholder and succession planning

• Cashflow forecasting and financial modelling

• Long-term care planning

A Relationship Built on Trust

Since joining Wren Sterling in 2013, Rita has built long-lasting relationships with clients who value honest, proactive advice. She takes time to understand what truly matters to them, tailoring financial strategies that adapt as life changes. Whether that means preparing for retirement, managing intergenerational wealth, or safeguarding a family business, every plan is built with clarity, care, and continuity in mind.

Why Chartered Status Matters

Rita’s Chartered and Fellow credentials (FPFS) reflect her commitment to professional excellence and integrity. These accreditations, among the highest in UK financial planning, are reserved for advisers who prioritise client outcomes, uphold strict ethical standards, and continually invest in their own development. For clients, it means peace of mind knowing they’re in capable, trusted hands.

Contact Rita Verma

If you’re in Lichfield or nearby areas, you can meet Rita at a location and time that suits you. Whether face-to-face or online, she’ll offer clear, regulated advice tailored to your goals.

Call Rita on 07702 108395 to book your initial consultation and take the first step toward a stronger financial future.

Wren Sterling is a trading name of Wren Sterling Financial Planning Limited, which is authorised and regulated by the Financial Conduct Authority. Registered No. 665653. Registered office: 13-19 Derby Road, Nottingham NG1 5AA. Registered in England No. 09157918.