Invested in your Financial Success

With a career in financial services stretching back to 2005, Rita Verma has spent more than a decade at Wren Sterling guiding clients across Walsall and the wider Midlands. As a Chartered and Fellow Financial Adviser, she supports both individuals and business owners with strategies designed to grow wealth, protect it against risks, and make sure it can be passed on smoothly to future generations.

Services tailored to personal clients and SMEs

Rita advises both personal clients and small to medium-sized enterprises across a wide spectrum of financial planning needs. Her advice is designed to be practical, easy to understand, and always aligned with her clients’ goals.

Typical areas of advice include:

• Retirement and pension planning

• Investment advice and portfolio reviews

• Tax-efficient investment strategies

• Inheritance tax and estate planning

• Family and business protection policies

• Business succession and shareholder protection

• Cashflow forecasting and financial modelling

• Long Term Care Plan

Financial planning with a long-term focus

Rita has worked in financial services since 2005 and joined Wren Sterling in 2013, where she has built a loyal client base across the Midlands.

With years of experience and the highest professional accreditations, she provides holistic advice that goes beyond one-off product recommendations. Her work is centred on building long-term financial security, whether that means structuring retirement income, guiding business owners through succession, or creating a tax-efficient strategy to preserve wealth for future generations.

Chartered and Fellow status for added reassurance

As a Fellow of the Personal Finance Society (FPFS) and a Chartered Financial Planner, Rita offers technical expertise matched with an ethical approach. These professional designations are awarded to advisers who commit to continuous development, rigorous standards, and putting clients’ interests first. For clients, it means advice that combines professionalism with personal service, providing confidence at every stage.

Contact Rita Verma

If you’re in Walsall or the surrounding area and looking for clear, regulated financial advice, you can arrange an appointment with Rita directly.

Whether you’re planning for retirement, reviewing investments, or protecting your family or business, she’ll take the time to understand your needs before recommending the right approach.

Call Rita on 07702 108395 to start a conversation about your 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.