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    Financial Advice in Nottingham

    Find local financial advice with Wren Sterling's network of Financial Advisers

    Speak to us

    A Wren Sterling Financial Planner can help you explore whether financial advice is right for you – get in touch to find out more.

    What our clients say

    Our services

    Financial Advice in Nottingham

    • Investing Advice

      Investment planning

      Make your money work harder, whether your new to investing or want to review your portfolio.

      Investment Advice
    • Retirement Advice

      Pension and retirement planning

      Make the most of your pension savings for the retirement you deserve.

      Retirement Planning
    • Estate Planning

      Take control of your future

      Plan ahead with a Financial Adviser who can make the complex simple. Prepare your legacy and plan ahead for Inheritance Tax.

      Estate and IHT Planning
    • Workplace Advice

      Financial Advice for Business Owners

      Wren Sterling offers financial planning for businesses and individuals all under one roof.

      Financial Advice for you and your business
    • Mortgage Advice

      Mortgage Advice

      Ask a Mortgage Adviser to help you find the right mortgage for your circumstances.

      Mortgage Advice

    Financial Advice Nottingham

    Wren Sterling is a nationwide independent Financial Planning business that helps thousands of clients make informed decisions about their financial future.

    Wren Sterling’s Nottingham Head Office hosts our Central Advice team, supported by our growing Admin and Paraplanning teams. With their insight and expertise, they can support your financial advice journey whether you are looking to grow your wealth, protect what you’ve built, or plan for the future. Our Nottingham Financial Advice team is here to guide you every step of the way.

    Our Head Office is a few minutes walk from the central Market Square, meaning you can meet your Financial Adviser face to face, by phone or online. Together we hope you will build a long-term professional relationship to boost your confidence and ensure a successful financial future. Wren Sterling supports individuals, families and businesses with bespoke financial advice on their investments, retirement planning, protection, and more.

     

    Get directions
    Talk to a Financial Adviser now on 0115 908 2500 or

    Meet the Nottingham team

    • Sebastian Athow-Frost

      Sebastian Athow-Frost

      Chartered Financial Planner
      Sebastian has worked in financial services for over a decade and is one of the longest-serving members of our Central Advice team. Sebastian holds the…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
    • Rita Verma FPFS

      Rita Verma FPFS

      Chartered Financial Planner
      Rita has worked in the financial services industry since 2004 advising individuals on complex financial situations, she provides holistic advice to…Read more
    • Mike Jacobs DipPFS

      Mike Jacobs DipPFS

      Independent Financial Adviser
      Mike is a financial planner, taking into consideration both the needs of his clients and the benefits that his advice may have on other family…Read more
    • Ted Towers

      Ted Towers

      Independent Financial Adviser
      Ted has been providing financial advice to a range of clients for over 28 years. Throughout his career, Ted has worked for several companies within…Read more
    • Nik Radojcic

      Nik Radojcic

      Independent Financial Adviser
      Nik has worked in the financial services industry since starting his career in Financial Services in 2008. He has held a number of roles in various…Read more
    • David Simons

      David Simons

      Independent Financial Adviser
      David has been providing financial advice to clients since 1999 and specialises in investments, inflation, pre and post retirement planning,…Read more
    • Andrew Binns Chartered DipFA

      Andrew Binns Chartered DipFA

      Chartered Financial Adviser
      Andrew has worked in the Financial Services Industry for almost 20 years which has seen him working in various segments of the industry including four…Read more
    • John McNulty DipPFS

      John McNulty DipPFS

      Independent Financial Adviser
      John has worked in the financial services industry since 1992, qualifying as a Financial Adviser in 1995. He offers advice to clients on a wide range…Read more
    • Marie Lowry

      Marie Lowry

      Head of Central
      Marie is Head of Wren Sterling’s Central desk based IFA services. She joined the business in October 2021 , having previously been Head of…Read more
    • Jasmit Bahia

      Jasmit Bahia

      Strategic Growth Director
      Jaz Bahia runs Wren Sterling's Partnerships arrangements with our Building Society partners. Prior to working for Wren Sterling he worked at the West…Read more
    • Steve Smith

      Steve Smith

      Independent Financial Adviser
      Steve has worked in financial services since 1999, and been part of the Wren Sterling Family since 2009. Steve is a financial planner, taking into…Read more
    • Michael Spencer

      Michael Spencer

      Independent Financial Adviser
      Mike has worked in financial services for over 30 years and has been with Wren Sterling since its inception. He works closely with his clients to…Read more
    • Colin Brisco CertPFS

      Colin Brisco CertPFS

      Independent Financial Adviser
      Colin has worked in the financial services industry for over 30 years in a number of roles and organisations from insurance companies to advisory…Read more
    • Barrie Storm

      Barrie Storm

      Independent Financial Adviser
      Barrie focuses on his clients' personal goals and aspirations. He prides himself on being able to explain complex financial concepts in easy to…Read more
    • Susan Rai-Hutchins DipPFS

      Susan Rai-Hutchins DipPFS

      Independent Financial Adviser
      Susan has worked in the financial services industry since 1989 in a number of roles and organisations from insurance companies to advisory firms. As…Read more
    • Bramwell Towse

      Bramwell Towse

      Director, Corporate Solutions
      Bramwell has 40 years of financial services experience with the past 37 years in employee benefits. Areas of advice include group pensions (both…Read more

    Financial planning FAQ

    • When do I need Independent Financial Advice?

      When do I need Independent Financial Advice?

      If you’re not sure what to do with your savings or investments, or just want clarity on the path ahead, you may benefit from talking to a Financial Adviser.

      Big changes in your life can also highlight a need to take Financial Advice – such as buying a home, getting married, changing jobs, or receiving an inheritance. These events often come with financial decisions that are easier with professional guidance.

      Reasons why you could benefit from Financial Advice:

      • You’re unsure what to do with your savings or investments
      • You have multiple pensions or investments and feel overwhelmed
        You’re worried about tax efficiency – manage your money tax-efficiently, whether you need help with your ISAs, Capital Gains Tax or Estate Planning and Inheritance Tax
      • You want to know you’re on the right track

    • Can you speak to a Financial Adviser for free?

      Can you speak to a Financial Adviser for free?

      At Wren Sterling, we only begin chargeable work once we understand exactly what support you’re looking for and the assets you want advice on. You can get in touch – and even have an initial conversation with one of our Financial Advisers – to help you decide whether financial advice is the next step.

    • How much does financial advice usually cost?

      How much does financial advice usually cost?

      How much financial advice costs will depend on what you need to do and how much you have. For financial advice, you can usually pay a fixed fee, a percentage of the assets being advised on or on a time-costed basis.

      Until we understand the scope of the work, the assets being advised on, and whether you want to become an ongoing client, it’s not possible to give you an accurate indication of these costs – and we won’t undertake any chargeable work until you agree.

      Visit our fees page

    What our clients say about us

    Decoration
    • Absolutely delighted with the help and advice provided by David Simons. Explained everything clearly and thoroughly so that we felt we were making informed decisions about our pension planning. Will definitely use David again and again, highly recommend him. thanks.

      Nigel, 
       5* on feefo

    • Excellent service from Colin, our Adviser. Always on hand to answer questions and act on instructions. He has given advice to move investments to maximise returns and keep costs down.

      Caroline, 
       5* on feefo

    • The service we have received from Wren Sterling has always been exceptional and in particular our dealings with David Simons has been excellent. He is clear in explaining different types of investment and his advice has been based on a thorough understanding of my financial situation. It’s refreshing that he always puts the customer at the forefront of his advice and at no time were we pressurised in taking any unsuitable products.

      Philip, 
       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.