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    Financial Advice in London

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

    Speak to our London financial advice team

    Our team of Independent Financial Advisers assists clients in London and the surrounding area. Our 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 Adviser by phone or online.

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

    Our services

    Financial Advice in London

    • Investment Planning

      Investments

      If you want to get more out of your personal savings and investments, a Wren Sterling Financial Adviser can help you build or review and optimise your portfolio.

      Investment Advice
    • Retirement Planning

      Pensions and Retirement Advice

      Planning for retirement isn’t just about pensions - it’s about shaping the lifestyle you want in later life. Our Financial Advisers can walk you through your options and help you build a plan that gives you confidence in your financial future.

      Pension and retirement planning from Wren Sterling
    • Inheritance Tax and Estate Planning

      Leaving a legacy

      Planning your legacy is an important part of Estate Planning and can help secure your financial future. Our Financial Planners in London can work with you to create a tax efficient plan to help protect your wealth and ensure your assets pass to your loved ones.

      Estate Planning
    • Business Owner Financial Advice

      Financial Planning services for you and your business

      Your business goals and personal finances often go hand in hand. Our Financial Planners can help you bring both together, planning tax efficiently and supporting you throughout your journey as a business owner.

      Financial Advice for Business Owners
    • Independent Mortgage Advice

      Finding the right Mortgage for you

      With access to whole of market mortgage options, our independent Mortgage Advisers can help you compare lenders and understand which mortgage best suits your needs whether you’re remortgaging, buying your first home or investing in a buy to let property.

      Mortgage advice from Wren Sterling

    Financial Advice London

    Wren Sterling is a nationwide firm of Independent Financial Advisers supporting clients, including individuals, families and business owners, with their financial future.

    We provide Financial Planning services to clients in London and the surrounding areas, offering tailored advice on investments, pensions, protection, estate planning, business financial planning and mortgage advice. You can choose to meet your local Financial Adviser in person, or speak with them by phone or online.

    Our London Financial Advisers take the time to understand your goals and circumstances, working with you to bring clarity, structure and confidence to your financial decisions. Whether you’re planning for retirement, reviewing your investments or preparing to pass on your wealth, our team is here to support you every step of the way.

    Meet the London team

    • James Twining

      James Twining

      Chief Executive Officer
      James is Wren Sterling’s CEO.  He joined the business in February 2022, having previously been CEO of the Kingsbridge Group, a private-equity…Read more
    • David Kelly

      David Kelly

      Chief Financial Officer
      David joined Wren Sterling following fourteen years at Barclays Bank, where he most recently was Managing Director of Savings and CEO of Barclays…Read more
    • 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
    • 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
    • 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 Chief Market Strategist at Wren Sterling, providing market insight, economic commentary and investment education to advisers and clients. He…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
    • Matt Baseden-Butt

      Matt Baseden-Butt

      Financial Planner
      Matt always takes the time to get to know his clients and works with them in using financial planning to help achieve their lifetime goals.
    • Nick Crown

      Nick Crown

      Financial Planner
      Nick focusses on helping clients and their families grow their wealth and protecting their legacies for future generations.
    • Stephen Evans

      Stephen Evans

      Financial Planner and Client Transition Manager
      Stephen founded Evans Hart Ltd as an Independent Financial Adviser in 1987, which was acquired by Wren Sterling in 2025.
    • Judith Wright

      Judith Wright

      Financial Planner
      Judith strives to deliver the best advice possible and makes sure to ascertain all her client's unique needs and objectives whether this be pre- or…Read more
    • Jeanette Guy

      Jeanette Guy

      Financial Planner
      Jeanette Evans joined Wren Sterling in an acquisition in 2025. In her capacity as Financial Adviser, Jeanette offers guidance to her clients, spanning…Read more
    • Richard Gallacher

      Richard Gallacher

      Senior Financial Planner
      Richard has been advising clients since 2001 and enjoys a relaxed and conversational approach with clients.
    • Matt Short

      Matt Short

      Financial Planner
      Matt is a proponent of lifetime cashflow planning, believing this to be the most powerful tool available to advisers in helping clients achieve their…Read more
    • Charles Robertson

      Charles Robertson

      Consultant
      Charles joined the Financial Planning profession following service with the Royal Navy. Initially with Imperial Life of Canada and, after a period in…Read more
    • Cara Bland

      Cara Bland

      Head of Proposition & Commercial
      Cara is Head of Proposition & Commercial at Wren Sterling.

    What our clients say

    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

    This information does not constitute personal advice and does not take into account your individual circumstances. You should seek regulated financial advice before making any financial decisions.

    The value of your investments can go down as well as up, so you could get back less than you invested. Pensions are long‑term investments. You cannot normally access your pension before age 55, rising to 57 in 2028.

    Your home may be repossessed if you do not keep up repayments on your mortgage. Unlike most other mortgage advice, advice on buy-to-let mortgages are not regulated by the Financial Conduct Authority (FCA).

    Tax treatment depends on your individual circumstances and may be subject to change.

    By submitting an enquiry form you voluntarily choose to provide personal details to us via this website. Your personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018.  You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone. By submitting this information you have given your agreement to receive contact from us. For more information please visit our Privacy Policy.