Guiding You Toward a Stronger Financial Future

Based near Walsall and working closely with clients across Sutton Coldfield, Rita Verma (Wren Sterling) offers trusted, Chartered-level financial advice built on experience, integrity, and personal service. With a background in financial services since 2005 and over ten years with Wren Sterling, she helps individuals, families, and business owners make smart, confident decisions about their money. Meetings are arranged at a time and place that suit clients, providing expert financial planning that’s both accessible and completely tailored.

Financial Planning for Individuals and Businesses

Serving clients throughout Sutton Coldfield and the wider Midlands, Rita Verma (Wren Sterling) is a Chartered and Fellow Financial Planner with a proven record of helping people achieve financial confidence. Since beginning her career in financial services in 2005, she’s built her reputation on clear advice, careful planning, and a genuine commitment to long-term relationships. Rita’s work focuses on growing, protecting, and transferring wealth in a way that’s practical, transparent, and aligned with each client’s goals.

Advice Tailored to You

Rita supports both personal clients and small to medium-sized enterprises across a wide range of financial planning needs. Her advice simplifies complex financial decisions and provides clear direction for the future.

Her areas of expertise include:

• Pension and retirement planning

• Investment portfolio design and reviews

• Tax-efficient wealth management

• Inheritance tax and estate planning

• Family and business protection

• Shareholder and succession planning

• Cashflow forecasting and long-term projections

• Later life and care cost planning

Building Long-Term Confidence

Since joining Wren Sterling in 2013, Rita has developed long-standing client relationships across the Midlands. Her focus is always on understanding what truly matters to her clients and delivering plans that evolve with them. Whether it’s structuring retirement income, managing investments, or protecting a business legacy, Rita’s guidance helps bring clarity and confidence to every decision.

Chartered and Fellow Expertise You Can Trust

Holding both Chartered and Fellow status (FPFS) with the Personal Finance Society, Rita operates at the highest level of professionalism in the industry. These distinctions recognise advanced technical knowledge, ethical conduct, and an ongoing commitment to professional development. For clients, it’s the reassurance that their finances are being managed by someone dedicated to quality, transparency, and results.

No Cost, Initial 30-Minute Financial Review

Starting your financial planning journey doesn’t have to come with pressure or cost. Rita Verma (Wren Sterling) offers a complimentary 30-minute initial review for new clients in Sutton Coldfield and surrounding areas. This relaxed, no-obligation meeting allows you to discuss your goals, explore pension or investment options, and see how professional advice could help you plan with confidence.

Call Rita on 07702 108395 to arrange your free review today.

Contact Rita Verma

If you’re based in Sutton Coldfield or nearby, you can arrange a personal consultation with Rita Verma (Wren Sterling) at a time and place that works for you. Whether you’re planning for retirement, reviewing investments, or protecting your business, Rita offers clear, regulated advice designed around your life and goals.

Each meeting is confidential, tailored, and focused entirely on helping you achieve long-term financial stability.

Call Rita on 07702 108395 to book your appointment or discuss your complimentary first review.

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.