Financial Advisors in Glasgow

Find local advice with Wren Sterling's network of financial advisors based in Glasgow

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

Speak to our Glasgow financial advice team

Independent financial advice in Scotland has a few subtle differences to the UK, so you could benefit from asking an expert from our Glasgow office to help you plan your future finances.

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

Our team of independent financial advisors serves clients in Glasgow and the surrounding area. You can find us within easy reach of Glasgow’s train stations, or discuss your financial planning with your Glasgow financial advisor by phone or online.

Financial Planning services available in Glasgow

From investment advice to pension planning, our advisors in Glasgow can help you take control of your finances and plan for a strong financial future.

Meet the Glasgow team

  • Derek Dunbar

    Derek Dunbar

    Regional Manager, Scotland
    Derek joined Wren Sterling in 2016 as part of the firm's growth strategy in Scotland. Derek is highly experienced in regulated management roles andRead more
  • Colin Brown

    Colin Brown

    Independent Financial Adviser
    Colin joined Wren Sterling in 2023 as part of the acquisition of Active Wealth Management which he co-owned for 17 years. He has now been an IFA forRead more
  • Lisa Barnes

    Lisa Barnes

    Independent Financial Adviser
    Lisa began working in the finance industry in 2017, starting as a mortgage broker before progressing quickly into holistic financial advice, workingRead more
  • Jackie Smith

    Jackie Smith

    Financial Planner
    Jackie has enjoyed working as an IFA for 30 years, building long term relationship with clients over decades and advising them through all the stagesRead more
  • Fergus Hinchcliffe

    Fergus Hinchcliffe

    Independent Financial Adviser
    Fergus has over 30 years experience in the financial services industry including time with national accountancy practices. Before joining WrenRead more
  • Grant Irvine

    Grant Irvine

    Independent Financial Adviser
    Grant has worked in financial services since 2010, providing mortgage and protection advice, searching the whole of the market to recommend the bestRead more
  • Mark Torrado

    Mark Torrado

    Independent Financial Adviser
    Mark specialises in holistic financial planning for clients at retirement by taking complex financial needs and making this simple and easy forRead more
  • Graeme Beattie

    Graeme Beattie

    Independent Financial Adviser
    Graeme joined financial services in 2018 after leaving the University of Glasgow where he achieved a degree in business management. He obtainedRead more
  • Anthony Bilan

    Anthony Bilan

    Independent Financial Adviser
    Anthony has been working in financial services for nearly 10 years, building up a wealth of knowledge and experience being previously employed withRead more
  • Greg Allan

    Greg Allan

    Independent Financial Adviser
    Greg has been providing financial advice services for over 18 years, and has helped many private clients achieve their lifestyle goals. He alwaysRead more
  • Tim Bell

    Tim Bell

    Independent Financial Adviser
    Tim has over 25 years of experience advising private clients in all areas of financial planning, answering their questions like 'is my pension atRead more
  • Alistair McNeil

    Alistair McNeil

    Independent Financial Adviser
    Alistair joined Wren Sterling in August 2019 and brings with him a wealth of knowledge and experience. He has been in the financial services industryRead more
  • John Greene

    John Greene

    Independent Financial Adviser
    John has been in financial Services for over 14 years as a financial adviser, offering advice for retirement planning, wealth management, trusts,Read more

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.