Client Login
-
Why Wren Sterling?
Straight forward and easy to understand – Our advice explains complex areas of financial planning to help you make difficult financial choices.
Expert, valuable advice – Our financial advisors are all qualified Independent Financial Advisers with a team of paraplanning and administrators supporting their recommendations.
Tailored experience – Answer all questions, and confidence you’re in safe hands.
Research to support our recommendations – Our advisers are supported by research and compliance teams to ensure the quality of their advice.
Financial Advisors in Bodmin
Find local advice with Wren Sterling's network of financial advisors based in Bodmin
Speak to our Bodmin financial advice team
Our team of independent financial advisors assists clients in Bodmin and the surrounding area. Or if you’d prefer to discuss your financial planning remotely, you can talk with your Bodmin financial advisor by phone or online.
Contact us to arrange an initial meeting to see if we can help, with no obligation to proceed.
-
0120 883 1777
-
contactus@wrensterling.com
-
St Ingunger Offices, Lanivet, Cornwall, PL30 5HS
- Directions
Financial Planning services available in Bodmin
From investment advice to pension planning, our advisors in Bodmin can help you take control of your finances and plan for a strong financial future.
- Investments in Bodmin – make your money work harder
- Retirement planning in Bodmin – learn how to use your pensions efficiently
- Protection in Bodmin – plan for the unexpected
- Workplace in Bodmin – financial planning for businesses and individuals all under one roof
- Mortgages in Bodmin – helping you find the right mortgage for you
Meet the Bodmin team
-
Keith Stockdale
Chartered Wealth Manager & Financial PlannerKeith Stockdale is the co-founder of the Stockdale Group & joint Director of Stockdale Asset Management & Stockdale Accountants Ltd. and sole…Read more -
Joe Kendall
Independent Financial AdviserWith a keen eye for financial strategy and a dedication to his clients' success, Joe has established himself as a trusted advisor in the finance…Read more
-
Keith Stockdale
Chartered Wealth Manager & Financial PlannerKeith Stockdale is the co-founder of the Stockdale Group & joint Director of Stockdale Asset Management & Stockdale Accountants Ltd. and sole…Read more -
Joe Kendall
Independent Financial AdviserWith a keen eye for financial strategy and a dedication to his clients' success, Joe has established himself as a trusted advisor in the finance…Read more
Get in touch today
Financial planning takes a wealth of experience. Talk to a financial adviser today and find out how we can help
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.