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    Financial Advice in Glasgow

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

    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 services

    Financial Advice in Glasgow

    • Investing Advice

      Investment planning

      Make your money work harder, whether your new to investing or want to review your portfolio.

      Investment Advice
    • Retirement Advice

      Pension and retirement planning

      Make the most of your pension savings for the retirement you deserve.

      Retirement Planning
    • Estate Planning

      Take control of your future

      Plan ahead with a Financial Adviser who can make the complex simple. Prepare your legacy and plan ahead for Inheritance Tax.

      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.

      Mortgage advice from Wren Sterling

    Financial Advice Glasgow

    Wren Sterling is a nationwide firm of Independent Financial Advisers supporting clients, including individuals, families and business owners, with their financial future.

    We provide Financial Planning services to clients in Glasgow 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 Glasgow 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.

    Get in touch for specialist advice and support call 0141 341 5240

    Meet the Glasgow team

    • Derek Dunbar

      Derek Dunbar

      Regional Director, 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 and…Read 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, working…Read more
    • Jackie Smith DipPFS

      Jackie Smith DipPFS

      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 stages…Read more
    • Mark Torrado

      Mark Torrado

      Chartered Financial Adviser
      Mark specialises in holistic financial planning for clients at retirement by taking complex financial needs and making this simple and easy for…Read 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 obtained…Read more
    • Anthony Bilan DipFA

      Anthony Bilan DipFA

      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 with…Read 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 always…Read more
    • Tim Bell DipPFS

      Tim Bell DipPFS

      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 at…Read more
    • Alistair McNeil DipFA

      Alistair McNeil DipFA

      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 industry…Read more
    • Ross Adams DipFA

      Ross Adams DipFA

      Independent Financial Adviser
      Ross joined WS in late 2024 and has been an IFA for 6 years after moving into advice from managerial roles in the branch network with Nationwide…Read more
    • David Canning

      David Canning

      Financial Planner
      David joined Wren Sterling in early 2026, after 15 years of running his own firm, Mackenzie Taylor Wealth Management, in Glasgow. 

    Decoration
    • Anthony was very pleasant and immediately in stilled confidence. He was extremely well prepared and had obviously reviewed my previous profile. I am not confident when dealing with financial matters. He recognized that and tailored his explanations so that I understood what and why he was recommending changes to my investments. Each visit included clear and very detailed paper work and graphs which helped support his recommendations. He was not pushy in any way and left the final decisions up to me.

      Elizabeth, 
       5* on feefo

    • Our Financial Adviser, Fergus Hinchcliffe, has known us for decades. Consequently he has good knowledge of our requirements. His recommendations are invariably accepted. We have confidence in him and I think that is reciprocated.

      Patrick, 
       5* on feefo

    • As always, my meetings with Fergus are conducted in an amiable, informal manner. He ensures that I understand what has been happening in relation to my investments, in a language I can understand. He also discusses any options or longer term decisions that I need to think about , and I feel confident of any advise given, and reassured that I am being looked after. I also receive printed information with clear illustrations of what we have discussed, to allow me to refer back to in the time between our meetings. I feel confident of receiving tailored advice that I can trust.

      Susan, 
       5* on feefo

    Financial Advice 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.

    • 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.

    • 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.

      Learn about our fees

    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.