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    Financial Advice in Ellon

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

    Our Ellon office

    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. Get in touch with a Wren Sterling Financial Planner to discover how.

    Our services

    Financial Advice in Ellon

    • Investment Planning

      Investments

      If you want to get more out of your personal savings and investments, a Wren Sterling Financial Adviser can help you build or review and optimise your portfolio.

      Investment Advice
    • Retirement Planning

      Pensions and Retirement Advice

      Planning for retirement isn’t just about pensions - it’s about shaping the lifestyle you want in later life. Our Financial Advisers can walk you through your options and help you build a plan that gives you confidence in your financial future.

      Plan for retirement
    • Inheritance Tax and Estate Planning

      Leaving a legacy

      Planning your legacy is an important part of Estate Planning and can help secure your financial future. Our Financial Planners in Ellon can work with you to create a tax-efficient plan to help protect your wealth and ensure your assets pass to your loved ones.

      Estate Planning
    • Business Owner Financial Advice

      Financial Planning services for you and your business

      Your business goals and personal finances often go hand in hand. Our Financial Planners can help you bring both together, planning tax-efficiently and supporting you throughout your journey as a business owner.

      Financial Advice for Business Owners
    • Independent Mortgage Advice

      Finding the right Mortgage for you

      With access to whole-of-market mortgage options, our independent Mortgage Advisers can help you compare lenders and understand which mortgage best suits your needs whether you’re remortgaging, buying your first home or investing in a buy to let property.

      Mortgages

    What our clients say

    Financial Advice Ellon

    Wren Sterling is a nationwide firm of Independent Financial Advisers supporting clients, including individuals, families and business owners, with their financial future. Our Ellon office became part of Wren Sterling following the acquisition of City Financial (Aberdeen) Ltd.

    We provide Financial Planning services to clients in Ellon and the surrounding areas, offering tailored advice on investments, pensions, protection, estate planning, business financial planning and mortgage advice. You can choose to meet your local Financial Adviser in person, or speak with them by phone or online.

    Our Ellon Financial Advisers take the time to understand your goals and circumstances, working with you to bring clarity, structure and confidence to your financial decisions. Whether you’re planning for retirement, reviewing your investments or preparing to pass on your wealth, our team is here to support you every step of the way.

    Talk to a Financial Adviser now on 01358 721000 or

    Meet the Ellon team

    • Fiona MacKenzie

      Fiona MacKenzie

      Chartered Financial Planner
      Fiona has been in financial services since 1998, initially working in banking. Her experience and commitment to learning and her profession has led…Read more
    • Eileen Anderson

      Eileen Anderson

      Financial Planner
      Eileen previously worked for a Solicitor’s firm. She is Diploma qualified and is a member of the Chartered Insurance Institute with over 27 years’…Read more
    • Kenny Fairbairn

      Kenny Fairbairn

      Financial Planner
      Kenny has been in the financial services industry since 1985, working in the banking sector until 2007, thereafter, commencing his career as a…Read more
    • John Moir

      John Moir

      Financial Planner
      John has been in financial services since 1991. He is Diploma qualified and a member of the Chartered Insurance Institute. He provides a full range of…Read more
    • Dougie Smith

      Dougie Smith

      Financial Planner
      Dougie has over 24 years’ experience in Financial Services. Diploma qualified and member of the Chartered Institute, he provides a full range of…Read more
    • Finlay Smith

      Finlay Smith

      Mortgage and Protection Adviser
      After studying Business and Accounts at Aberdeen College, Finlay began studying to become a Mortgage Adviser. Finlay is keen to learn and looks…Read more

    Financial Planning FAQ

    • At what age should I consider a Financial Planner?

      At what age should I consider a Financial Planner?

      You don’t need to reach a certain age to benefit from Financial Planning. Many people speak to a Financial Planner when they start building savings, buy a home, change jobs, or begin thinking about retirement. Others reach out after a life event such as marriage, having children, divorce or receiving an inheritance. Whenever you want clarity about your financial future, guidance from a Financial Planner can help you make confident, informed decisions.

      Find out more about Financial Planning

    • How much money do I need to benefit from Financial Planning?

      How much money do I need to benefit from Financial Planning?

      You don’t need a set amount of money to benefit from Financial Planning – what matters is having clarity around your goals and the right guidance to support them. The cost of Financial Advice will depend on the work involved and the assets we’re advising on. Fees may be fixed, based on a percentage of your assets, or charged according to the time required. We’ll always explain any costs upfront once we understand your needs, and no work will go ahead until you’re happy to proceed.

      How much does Financial Advice cost?

    • What can I expect in an initial consultation with a local Financial Adviser?

      What can I expect in an initial consultation with a local Financial Adviser?

      Your first meeting is an opportunity to talk openly about your goals, concerns and financial priorities. Your Financial Adviser will ask questions to understand your circumstances, explain where Financial Planning may help, and outline how the process works. There’s no obligation to proceed, the purpose of the conversation is simply to help you decide whether Financial Advice is right for you and what the next steps might look like.

      Our approach

    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.

    Tax treatment depends on your individual circumstances and may be subject to change.