Search
Close search
    View all results
    Contact Us

    Financial Advice in Wilmslow, Cheshire

    Find local Financial Planning and advice with Wren Sterling’s network of Independent Financial Advisers

    Speak to us

    Not sure if Financial Advice is right for you?
    A Wren Sterling Financial Planner can talk you through it – just get in touch.

    Our services

    Financial Advice in Wilmslow, Cheshire

    • Investment Advice

      Investing

      Whether you’re starting to invest or looking to get more from your savings and investments, we’re here to help your money work harder.

      Investment Advice
    • Retirement Planning

      Pension and Retirement Financial Advice

      Take control of your retirement. A Wren Sterling Financial Planner can help you explore your pension options and plan the retirement you want.

      Retirement Planning
    • Estate Planning

      Estate and Inheritance Tax Financial Advice

      Plan your estate with clarity. Our Financial Planners can help you navigate Inheritance Tax and long-term decisions to help protect your family wealth for future generations.

      Estate Planning
    • Business Owner Advice

      Personal and Business Financial Planning

      Managing a business and your personal finances can be a challenge. Our Financial Planners can help you align your goals, plan tax efficiently and protect your wealth.

      Financial Advice for Business Owners
    • Mortgage Advice

      Independent Mortgage Advice

      Finding the right mortgage can be one of life’s biggest financial decisions. Our independent Mortgage Advisers can help you understand your options and guide you through the process from start to finish.

      Get started with our Mortgage team

    Financial Advice Wilmslow

    Wren Sterling is a national Financial Planning firm that helps individuals, families and business owners plan for their financial future with confidence.

    Our Wilmslow office hosts a team of Independent Financial Advisers, supported by our Client Support and Paraplanning teams, delivering Financial Planning services to clients in Wilmslow and the surrounding area. Whether you want to grow your investments, prepare for retirement, or protect and pass on your family wealth, our local Financial Advice team is here to help.

    Our Wilmslow office is a few minutes walk from Wilmslow train station, meaning you can meet your local Financial Adviser face to face. Or if you’d prefer to discuss your Financial Planning remotely, you can talk with your Wilmslow Financial Adviser by phone or online.

    Talk to a Financial Adviser now on 0161 448 4755 or

    Meet the Wilmslow team

    • Austin Hutchinson

      Austin Hutchinson

      Chief Growth Officer
      Austin Hutchinson is Chief Growth Officer at Wren Sterling, responsible for driving the firm’s next phase of growth. Austin leads our organic growth…Read more
    • Gareth Edwards

      Gareth Edwards

      Financial Planning Director
      He built, ran and successfully sold his own financial services business before continuing his career in London as a financial adviser. As an equity…Read more
    • Steve McMahon

      Steve McMahon

      Independent Financial Adviser
      Steve transitioned into Financial Advice in 2013, spending nearly 10 years with Mutual Financial Management. In 2022, he joined Wren Sterling…Read more
    • Andrew Simpson

      Andrew Simpson

      Independent Financial Adviser
      Andrew has been working in financial services for over 30 years, in both holistic personal and corporate roles. Andrew has focused on building…Read more
    • Terry Ratcliffe

      Terry Ratcliffe

      Independent Financial Adviser
      Terry has spent the last 7 years working in the financial services industry and has built a wealth of knowledge and experience. He started at a Wealth…Read more
    • Darren Nightingale

      Darren Nightingale

      Independent Financial Adviser
      Darren has worked in Financial Services for over 16 years working both as a Independent Financial Adviser and a Mortgage Adviser. In this time he has…Read more
    • Craig Greenall

      Craig Greenall

      Independent Financial Adviser
      Craig joined the financial services industry back in 1994 as a Financial Consultant with Prudential, becoming an independent financial adviser in 2000…Read more
    • Indoo Gordon

      Indoo Gordon

      Specialist Medical Adviser
      Indoo has worked in the financial advice industry since 1987. She specialises in advising doctors, both GPs and hospital doctors, on their unique…Read more
    • Ross Woodhouse

      Ross Woodhouse

      Regional Director
      Ross is Wren Sterling's Regional Director for the North of England, overseeing a large team of Financial Planners. Providing advice on pensions,…Read more
    • Pete Heale

      Pete Heale

      Chartered Financial Planner
      Pete has worked in financial services for his entire 35-year career. He has advised both personal and business clients for the past 20 years,…Read more
    • Natalie Hopkinson

      Natalie Hopkinson

      Independent Financial Adviser
    • Rob Hadfield

      Rob Hadfield

      Independent Financial Adviser
    • Andrew Murphy

      Andrew Murphy

      Chartered Financial Planner
      Andrew is a Chartered Financial Planner. He has been working in financial services for 25 years and has had a variety of roles in that time and as a…Read more
    • Melissa Ellis

      Melissa Ellis

      Independent Financial Adviser
      Melissa is a Certified Financial Planner and has worked in the financial services industry for over six years. She is dedicated to helping…Read more
    • Clive Barwell

      Clive Barwell

      Head of Later Life Advice
      Clive has been providing financial planning advice and guidance to private clients since entering the profession in 1971, joining Wren Sterling in…Read more
    • Bradley Parry APFS

      Bradley Parry APFS

      Chartered Financial Planner
      Bradley has over 11 years experience in the financial services industry, and has worked from all sizes of organisation, from high street banks to a…Read more
    • Robert Hudson

      Robert Hudson

      Chartered Financial Planner
      Robert has been with Wren Sterling since 2009. He is responsible for providing ongoing planning advice to a broad range of clients from company…Read more
    • Ian Weatherhead Dip PFS

      Ian Weatherhead Dip PFS

      Independent Financial Adviser
      Ian has worked in the financial services industry since 1996, holding a number of roles in various financial organisations from insurance companies…Read more
    • Janine Jackson

      Janine Jackson

      Independent Financial Adviser
      As a Financial Planner at Wren Sterling, Janine focuses on delivering clear, practical advice that helps clients feel confident about their financial…Read more

    What our Wilmslow clients say

    Decoration
    • My Wren Sterling adviser has always been available to help me. Steve Bingham offered us all the help we required, I could not have asked for more.

      Frederick, 
       5* on feefo

    • Very good. I needed to drawdown some monies from my pension and it was carried out in a timely and efficient manner.

      James, 
       5* on feefo

    • Top quality service. Everything explained in an easy to understand format. Thanks for an excellent service over the years from Gareth and Natalie. Returns on my investments have been outstanding.

      Neil, 
       5* on feefo

    Financial Planning FAQ

    • What is Financial Planning?

      What is Financial Planning?

      Financial Planning is the process of understanding your goals and creating a personalised plan to help you achieve them – whether that’s investing, planning for retirement, protecting your family, or managing tax efficiently. It looks at your whole financial picture and adapts as your life and circumstances change.

    • What does a Financial Adviser do?

      What does a Financial Adviser do?

      A Financial Adviser gets to know your situation and goals, helps you make informed decisions, and provides expert recommendations across areas like investing, retirement planning, protection and tax. They offer ongoing guidance, acting as a trusted partner to keep your financial plans on track over time.

    • Why do I need a Financial Plan?

      Why do I need a Financial Plan?

      A financial plan gives you clarity and confidence about your future by helping you understand your current position, set long‑term goals, and make choices that support them. It ensures your finances stay aligned with your life as things change, helping you protect, grow and organise your wealth effectively.

    Your home may be repossessed if you do not keep up repayments on your mortgage.

    The value of investments can go down as well as up and you could get back less than you invested.