Search
Close search
    View all results
    Contact Us

    Financial Advisors in London

    Find local advice with Wren Sterling's network of financial advisors based in London

    Contact us to arrange an initial meeting to see if we can help, with no obligation to proceed.

    Speak to our London financial advice team

    Our team of independent financial advisors assists clients in London and the surrounding area. You can find us a few steps from Liverpool Street station. The London office is also hosts most of our Workplace team, offering financial advice for businesses. Or if you’d prefer to not discuss your financial planning in London, we can provide remote advice with your London financial advisor by phone or online.

    Contact us to arrange an initial meeting to see if we can help, with no obligation to proceed.

    Financial Planning services available in London

    From investment advice to pension planning, our advisors in London can help you take control of your finances and plan for a strong financial future.

    Meet the London team

    • Phil Jenkins

      Phil Jenkins

      Chartered Financial Planner
      Phil is a Chartered Financial Planner, a Fellow of the Personal Finance Society and an Occupational Pension Transfer Specialist. Phil has been…Read more
    • Paul Mitchell

      Paul Mitchell

      Director, Corporate Solutions
      Paul has worked in the employee benefit industry for over 25 years, 15 of which have been spent advising companies on their employee benefit strategy.…Read more
    • Ray Jackson

      Ray Jackson

      Independent Financial Adviser
      Ray joined Wren Sterling in March 2021. He has been in financial services since leaving school to join NatWest where he worked in many varied roles…Read more
    • Tim Seegar

      Tim Seegar

      Independent Financial Adviser
      Tim joined Wren Sterling in 2013, and has been advising many of his clients for over 20 years. Tim has formed strong and lasting relationships with…Read more
    • Sarah Herd

      Sarah Herd

      Head of Workplace
      Sarah has worked in the financial services industry for over 25 years. She joined Wren Sterling in 2016 having worked as an independent financial…Read more
    • James Twining

      James Twining

      Chief Executive Officer
      James is Chief Executive Officer of Wren Sterling, the Wren Sterling Group and Magnus. He joined the business in February 2022, having previously…Read more
    • Rod Hamilton

      Rod Hamilton

      Independent Financial Adviser
      Rod joined Wren Sterling from Rothesay Independent Financial Services. Rod has more time now to concentrate on talking to clients and recommending…Read more
    • Nadia Khan

      Nadia Khan

      Independent Financial Adviser
      Nadia has over 15 years of experience in the financial services industry. Throughout her career, she has worked with a broad range of clients, helping…Read more
    • Rory McPherson

      Rory McPherson

      Chief Market Strategist
      Rory is CIO of Magnus, Wren Sterling Group's discretionary fund management business and Wren Sterling's Chief Market Strategist. He joined the…Read more
    • Nick Moules

      Nick Moules

      Marketing Director
      Nick has been in charge of Wren Sterling's marketing since 2016. He is a Chartered Institute of Marketing-qualified marketer with experience in…Read more
    • Clemmie Vaughan

      Clemmie Vaughan

      Non-Executive Director
      Clemmie is a former asset management group CEO. From 2017 to 2021 she led, grew, internationalised and digitised Ruffer, the pre-eminent investment…Read more
    • Ghazenefar Ahmed

      Ghazenefar Ahmed

      Independent Financial Adviser
      Ghaz has worked in financial services since 2010, and as a qualified independent financial adviser since 2018. Ghaz joined Wren Sterling from HSBC and…Read more
    • Bryan Stott

      Bryan Stott

      Corporate Consultant
      Bryan has worked in the employee benefit industry for over 20 years and before that he ran his own IFA practice. Bryan has been heavily involved in…Read more

    Decoration
    • The overall service is great and our Financial Adviser and his Administrator are excellent.

      Anonymous, 
      5* on feefo

    • Sarah Herd and her team of professionals have been working with our HR department for several years. Their support is highly valuable to us, not only in terms of the expertise and services they provide, but also in terms of their responsiveness, availability and excellent sense of service. Wren Sterling, through this team, greatly facilitates the management of our various benefits and schemes and we are very pleased to be building a long-term relationship with them.

      Anonymous, 
      5* on feefo

    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.