Wren Sterling Bodmin

Find local advice with Wren Sterling's network of advisers across the UK

Speak to us

Looking for Financial Planners in Bodmin? Our offices provide comfortable surroundings for client meetings and from here our financial advisory teams provide both independent financial advice and corporate financial advice.

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

Meet the team

  • Keith Stockdale

    Keith Stockdale

    Chartered Wealth Manager & Financial Planner
    Keith Stockdale is the co-founder of the Stockdale Group & joint Director of Stockdale Asset Management & Stockdale Accountants Ltd. and sole proprietor of Stockdale & Co. He now works for Wren Sterling. He is a Chartered Wealth Manager with the Securities Institute, holding certificates in Fund Management & Derivatives & also Fellow & Chartered Financial Adviser with the CII. Keith’s role takes him throughout the UK meeting clients & advising on all aspects of wealth management. In his downtime he enjoys spending time with his horses & showjumping. Read more
  • Keith Stockdale

    Chartered Wealth Manager & Financial Planner
    Keith Stockdale is the co-founder of the Stockdale Group & joint Director of Stockdale Asset Management & Stockdale Accountants Ltd. and sole proprietor of Stockdale & Co. He now works for Wren Sterling. He is a Chartered Wealth Manager with the Securities Institute, holding certificates in Fund Management & Derivatives & also Fellow & Chartered Financial Adviser with the CII. Keith’s role takes him throughout the UK meeting clients & advising on all aspects of wealth management. In his downtime he enjoys spending time with his horses & showjumping. Read more
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