Connect team
Remote advice with Wren Sterling's desk-based team
Speak to us
If you’re looking to invest or manage your money more effectively, financial advice could help. Our Connect team offer remote independent financial advice by phone or video call. Manage your finances with the help of an expert.
Contact us to arrange an initial meeting to see if we can help, with no obligation to proceed.
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03700 341400
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clientservice@wrensterling.com
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13-19 Derby Road, Nottingham, NG1 5AA, United Kingdom
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Meet the team
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Marie Lowry
Head of ConnectMarie is Head of Wren Sterling’s desk based IFA services (Connect) . She joined the business in October 2021 , having previously been Head of… Operations and Client Services in several wealth management companies, as well as Area Director at the RBS for over 25 years. Marie has over 35 years’ experience in financial services. She has worked for The RBS Group, Capital One Bank, The RU Group and AFH. Read more -
Sebastian Athow-Frost
Chartered Financial PlannerSebastian has worked in financial services for over a decade and is one of the longest-serving members of our Connect team. Sebastian holds the… Pensions Transfer Specialist qualification and he utilises this knowledge and experience to ensure the successful delivery of our pension advice projects. Sebastian works in the Connect team, as part of a group of independent financial advisers, with many years of experience to be called on, supported by Wren Sterling’s paraplanners and administrators. Read more -
David Duncan
Independent Financial AdviserWith over 10 years in financial services, David has a wealth of knowledge and experience in the world of financial advice. As a Financial Adviser… David looks after the pensions, investments, and protection needs of his clients – specialising in pension liability exercises. David helps people facing difficult financial choices to understand their options and what their choices mean for their future. In his spare time, David enjoys watching and playing football. He also spends most of his spare time with his partner and their 2 year old son. Read more -
Paul Grew
Independent Financial AdviserWith over 25 years working in the financial services industry and over 21 years spent as a financial adviser, Paul has a wealth of knowledge and… experience in the world of financial advice. During his career he has worked for a number of high street banks and building societies prior to joining Wren Sterling in December 2016. Paul now works as part of the Connect team at Wren Sterling looking after the pensions, investments and protection needs of a diverse range of personal clients. In his spare time Paul enjoys spending time with his wife and three children, reading and supporting Aston Villa where he has been a season ticket holder for a number of years. You can get in touch with Paul at our offices in Nottingham. Our network of advisers across the UK means that if you’re looking for local financial advice, we can help. We specialise in all areas of financial planning for both corporate and individual clients all over the UK. Read more -
John Greene
Independent Financial AdviserJohn has been in financial Services for over 14 years as a financial adviser, offering advice for retirement planning, wealth management, trusts,… inheritance tax planning, and later life planning. John joined Wren Sterling in 2018 and is committed to providing independent advice to his clients and their families. John believes in building strong client relationships by providing truly holistic independent financial advice through regular reviews. Read more -
Kalab Hussain
Independent Financial AdviserKalab holds advanced investment qualifications from the Chartered Institute of Securities and takes a lot of satisfaction from clients' goals being… achieved and surpassed. Kalab believes in building strong relationships by providing a personalised and independent service to his clients. This is backed up by a very efficient and organised administration team. Read more -
Michael Spencer
Independent Financial AdviserMike 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… understand their current position and future destination and helps them plan their financial route whilst taking into consideration their hopes and needs and maintains a close ongoing relationship to keep them on track. He has a diploma in financial planning and advises across retirement planning, estate planning, investments and protection. Read more -
Grant Irvine
Independent Financial AdviserGrant has worked in financial services since 2010, providing mortgage and protection advice, searching the whole of the market to recommend the best… plan of action for his clients. Grant joined Wren Sterling in 2022, becoming part of the Connect team where he supports individuals at different stages of their retirement journey. Grant has two young children, who keep him on his toes! When he has free time, he enjoys watching his brother’s football team that he manages. Read more -
Oliver Brierley
Pension Increase Exchange AdviserOliver has a passion for customer outcomes and always puts the customer at the heart of everything he does. During his career he has worked inavariety… of settings in the financial industry, including high street banks and financial advice firms. He has also spent a year in South Korea teaching English. Oliver provides guidance on Pension Increase Exchange (PIE) options to members of Defined Benefit Pension schemes. In his spare time, he tends to read often, play video games and a variety of different sports. Read more