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    Financial Advice in Aberdeen

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

    Speak to us

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

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

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    Our services

    Financial Advice in Aberdeen

    • 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 Planning
    • Workplace Advice

      Financial Advice for Business Owners

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

      Financial Advice for Business Owners
    • Mortgage Advice

      Mortgage Advice

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

      Mortgage advice from Wren Sterling

    Speak to our Aberdeen financial advice team

    Wren Sterling is a nationwide firm of Independent Financial Advisers. Our team of Financial Planners support individuals, families and business owners helping them feel more secure and in control of their financial future. Our Aberdeen office opened in June 2025 following the acquisition of City Financial Ltd.

    We provide Financial Planning services to clients across Aberdeen and the surrounding area. You can choose to meet your local Financial Adviser to discuss your Financial Planning in person, or speak with them by phone or online.

    Whether you need help with retirement planning, selling a business or minimising Inheritance Tax, our local Financial Advisers take the time to understand your goals and circumstances, working with you to bring clarity and structure to your finances.

     

    Get directions

    Meet the Aberdeen team

    • Sean Craig

      Sean Craig

      Chartered Financial Planner
      Sean begun his career in Financial Services back in 1986 with TSB. He has recently become a Fellow of the Chartered Institute of Insurance in…Read more
    • Robert Adie

      Robert Adie

      Financial Planner
      Bob is Diploma qualified with over 30 years’ experience in the Financial Services Industry. His business is based on building relationships with…Read more
    • Craig Ross

      Craig Ross

      Financial Planner
      Craig started off as a mortgage and protection adviser. Since then Craig has furthered his education and gained his diploma and offers holistic advice…Read more
    • Steven Clark

      Steven Clark

      Financial Planner
      Steven graduated from The University of Aberdeen with a Degree in Business Management & Finance. Steven is passionate about telling client’s the…Read more
    • Martin Clark

      Martin Clark

      Financial Planner
      Martin graduated from the University of Aberdeen in 2017 with a Masters in Petroleum Engineering. He is fully qualified to offer financial planning…Read more
    Talk to a Financial Adviser now on 01224 650610 or

    Financial Planning FAQ

    • What is Independent Financial Advice?

      What is Independent Financial Advice?

      Independent Financial Advice considers products and solutions from the whole of the market, rather than being limited to a single provider or a restricted panel. This means an Independent Financial Adviser (IFA) can offer unbiased, personalised recommendations based on what is most suitable for your goals and financial circumstances, drawing on a wide range of pensions, investments, protection products and broader financial planning services.

    • What does a Financial Planner help with?

      What does a Financial Planner help with?

      A Financial Planner helps you understand your financial position, identify your goals and build a plan to achieve them. This may include investing, pensions, protection, later life planning or reducing Inheritance Tax. A Financial Planner will look holistically at your financial situation so you can make confident decisions to help stay on track as life changes.

    • When should I speak to a Financial Planner?

      When should I speak to a Financial Planner?

      You can benefit from financial advice at any stage – whether you’re starting to build wealth, preparing for retirement or navigating a major life event. A Financial Planner can help you understand your options and the long term impact of your decisions.

    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.