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    Financial Advice in Bodmin

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

    Speak to our Bodmin financial advice team

    Get in touch with a Wren Sterling Financial Planner

    If you’re making important decisions about your future finances, from planning when to retire, to selling a business, or passing on your wealth, Financial Advice can help bring clarity.

    Financial Advice Services

    Financial Advice in Bodmin

    • Investment Advice

      Investing

      Whether you’re starting to invest or looking to get more from your savings and investments, we’re here to help your money work harder.

      Investment Advice
    • Retirement Planning

      Pension and Retirement Financial Advice

      Take control of your retirement. A Wren Sterling Financial Planner can help you explore your pension options and plan the retirement you want.

      Retirement Planning
    • Estate Planning

      Estate and Inheritance Tax Financial Advice

      Plan your estate with clarity. Our Financial Planners can help you navigate Inheritance Tax and long-term decisions to help protect your family wealth for future generations.

      Estate Planning
    • Business Owner Advice

      Personal and Business Financial Planning

      Managing a business and your personal finances can be a challenge. Our Financial Planners can help you align your goals, plan tax efficiently and protect your wealth.

      Financial Advice for Businesses
    • Mortgage Advice

      Independent Mortgage Advice

      Finding the right mortgage can be one of life’s biggest financial decisions. Our independent Mortgage Advisers can help you understand your options and guide you through the process from start to finish.

      Mortgage advice from Wren Sterling

    Financial Advice Bodmin

    Wren Sterling is a national Financial Planning firm that helps individuals, families and business owners plan for their financial future with confidence.

    Our Bodmin office hosts a team of Independent Financial Advisers, supported by our Client Support and Paraplanning teams, delivering Financial Planning services to clients in Bodmin and the surrounding area. Whether you want to grow your investments, prepare for retirement, or protect and pass on your family wealth, our local Financial Advice team is here to help.

    You can meet your local Financial Adviser face to face are our Bodmin office – or if you’d prefer to discuss your Financial Planning remotely, you can talk with your Bodmin Financial Adviser by phone or online.

    In 2023 Wren Sterling acquired The Stockdale Group. Keith Stockdale and his team have joined Wren Sterling, expanding our network of Financial Advice to the Devon and Cornwall area.

    Talk to a Financial Adviser now on 0120 883 1777 or

    Meet the Bodmin team

    • Keith Stockdale

      Keith Stockdale

      Chartered Wealth Manager & Financial Planner
      Keith Stockdale was the co-founder of the Stockdale Group & joint Director of Stockdale Asset Management & Stockdale Accountants Ltd. and sole…Read more
    • Joe Kendall​​​​

      Joe Kendall​​​​

      Chartered Financial Adviser
      With a keen eye for financial strategy and a dedication to his clients' success, Joe has established himself as a trusted adviser in the finance…Read more
    • Henry Hall

      Henry Hall

      Independent Financial Adviser
      Henry has worked in the financial services industry for over 12 years and is a Chartered Fellow of the Chartered Institute of Securities and…Read more

    Decoration
    • Our adviser was very helpful in detailing all our options and recommending a course of action, with clear reasons as to why he felt this was best.

      Christopher, 
       5* on feefo

    • Having come into some inheritance I was very glad of the advice my financial adviser at Wren Sterling could offer and guide me. Always ready to answer my calls and messages.

      Anwen, 
       5* on feefo

    Financial Planning FAQ

    • What is Financial Planning?

      What is Financial Planning?

      Financial Planning is the process of understanding your goals and creating a personalised plan to help you achieve them – whether that’s investing, planning for retirement, protecting your family, or managing tax efficiently. It looks at your whole financial picture and adapts as your life and circumstances change.

    • What does a Financial Adviser do?

      What does a Financial Adviser do?

      A Financial Adviser gets to know your situation and goals, helps you make informed decisions, and provides expert recommendations across areas like investing, retirement planning, protection and tax. They offer ongoing guidance, acting as a trusted partner to keep your financial plans on track over time.

    • Why do I need a Financial Plan?

      Why do I need a Financial Plan?

      A financial plan gives you clarity and confidence about your future by helping you understand your current position, set long‑term goals, and make choices that support them. It ensures your finances stay aligned with your life as things change, helping you protect, grow and organise your wealth effectively.

    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.