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    Wren Sterling Glasgow

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

    Speak to us

    If you’re looking to invest or manage your money more effectively, financial advice could help. Independent financial advice in Scotland has a few subtle differences to the UK, so you could benefit from asking an expert to help you plan for the future.

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

    Meet the 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 and… leads the Glasgow team - providing oversight, recruitment of advisory teams, as well as training, competence and industry regulation. You can get in touch with Derek's team for financial advice services from our offices in Glasgow. 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
      Get in touch
    • 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 for… around 30 years advising individual and corporate clients across the full spectrum of financial planning. Colin enjoys getting to know his clients and their families, allowing him to provide bespoke personal financial advice. In his free time, Colin enjoys sport, travel and collecting red wine. Read more
      Get in touch
    • Ian Miller

      Ian Miller

      Independent Financial Adviser
      With over 40 years in the financial services industry, Ian has a wealth of knowledge and experience. He has worked in various firms, including 7 years… at Active Wealth Management which was acquired by Wren Sterling in February 2023. Ian primarily looks after the pension & investment needs of a diverse range of clients. In his spare time Ian enjoys spending time with his wife and family as well as most sports. Read more
      Get in touch
    • 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… for a variety of firms before joining Wren Sterling in November 2022. Lisa uses her knowledge and experience to provide our private and business clients with holistic financial advice. Lisa will soon be starting her studies to achieve chartered financial adviser status. When Lisa is not working, she enjoys spending time in the gym as well socialising with her family and friends. Read more
      Get in touch
    • 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 Wren… Sterling Fergus spent 17 years as a Director with a Glasgow IFA firm which specialised in wealth management and retirement planning, building long-term relationships with clients and their families. Away from work Fergus enjoys being active, playing golf and cycling, and watching most sports as well as holiday time with his family. Read more
      Get in touch
    • Kalab Hussain

      Kalab Hussain

      Independent Financial Adviser
      Kalab 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
      Get in touch
    • 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 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
      Get in touch
    • 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… adviser status in under two years, the quickest to do them in his firm and also achieved the Pension Transfer Specialist accreditation in this time - meaning he is qualified to support defined benefit pension transfers. Graeme has a keen interest in pensions and retirement planning and enjoys helping clients visualise and then achieve their aims and objectives when it comes to retirement. In his spare time Graeme is a football fan, he enjoys sampling new restaurants and spending time with family and friends. Read more
      Get in touch
    • Allen Ward

      Allen Ward

      Independent Financial Adviser
      Allen has been in financial services for 13 years, spending his career with a major fund manager and retail banks before joining Wren Sterling. Allen… looks to build strong relationships with clients through regular meetings, helping them establish and achieve their needs and goals. Allen takes a proactive approach to communicating with clients. He is always happy to engage with them when they need support and ensuring clients are comfortable with the plans put in place - from pension advice to protection planning. In his spare time Allen enjoys watching and playing sport as well as spending time with his young family. Read more
      Get in touch
    • David Duncan

      David Duncan

      Independent Financial Adviser
      With 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
      Get in touch
    • 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 with… several well-known household companies. Prior to joining Wren Sterling, Anthony was a Financial Adviser with Prudential for 4 years. Here he was very successful, and was recognised as “Home-based Adviser of the year” in 2021/2022 and he was the runner up for this award in 2020/2021. In his youth Anthony was a successful amateur boxer and he represented Scotland on several occasions in international tournaments. Anthony has now hung up his boxing gloves, however he keeps fit and active. In his spare time, Anthony enjoys playing golf, spending time with friends and family and travelling. Read more
      Get in touch
    • 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… seeks to add value to clients, helping them live the life they really want in the knowledge that a sound financial strategy has been put in place. Greg builds strong client relationships with regular reviews - ensuring that your plans are on track. He also has a very efficient administration team to help him provide a first class service to his clients Financial adviser Glasgow You can get in touch with Greg at our offices in Glasgow. 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. Ask us about your financial planning. Read more
      Get in touch
    • 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 at… risk?, 'what is my IHT bill likely to be?', 'can I do more with my investment portfolio?'. Tim is aware that each client has their own unique set of financial aspirations and goals and the key to achieving these goals is a strong relationship between client and adviser together with regular financial reviews. Read more
      Get in touch
    • 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 industry… for 25 years and prior to joining Wren Sterling worked for a bank as well as a local IFA firm. He is experienced in dealing with a wide range of client’s needs and his motto is “the only certainty in the financial word is uncertainty”. Alistair has a wealth of professional connections, working with mortgage brokers, solicitors and accountants to support their clients with their financial planning. In his spare time Alistair enjoys spending time with his family, sports and music. He is also a world champion bagpiper! Read more
      Get in touch
    • 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,… 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
      Get in touch
    • 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 for… clients to understand. Mark believes in educating his clients understand so that they can understand the 'whys' behind his recommendations, his process and value of financial advice. Mark has recently completed his equity release exam and is a Pension Transfer Specialist, and can provide defined benefit pension transfer advice for clients looking to understand if they'd be better off transferring their DB pension away. He is on track to become a Chartered Financial Planner by 2023. He is active in promoting apprenticeship programmes and attends events as a speaker in his own time to share his experience. Mark is from a Portuguese family, speaks Portuguese and enjoys visiting Portugal. He is very family orientated, and enjoys spending time with friends and family and keeping fit. Read more
      Get in touch

    • 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 and… leads the Glasgow team - providing oversight, recruitment of advisory teams, as well as training, competence and industry regulation. You can get in touch with Derek's team for financial advice services from our offices in Glasgow. 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
      Get in touch

    • 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 for… around 30 years advising individual and corporate clients across the full spectrum of financial planning. Colin enjoys getting to know his clients and their families, allowing him to provide bespoke personal financial advice. In his free time, Colin enjoys sport, travel and collecting red wine. Read more
      Get in touch

    • Ian Miller

      Independent Financial Adviser
      With over 40 years in the financial services industry, Ian has a wealth of knowledge and experience. He has worked in various firms, including 7 years… at Active Wealth Management which was acquired by Wren Sterling in February 2023. Ian primarily looks after the pension & investment needs of a diverse range of clients. In his spare time Ian enjoys spending time with his wife and family as well as most sports. Read more
      Get in touch

    • 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… for a variety of firms before joining Wren Sterling in November 2022. Lisa uses her knowledge and experience to provide our private and business clients with holistic financial advice. Lisa will soon be starting her studies to achieve chartered financial adviser status. When Lisa is not working, she enjoys spending time in the gym as well socialising with her family and friends. Read more
      Get in touch

    • Fergus Hinchcliffe

      Independent Financial Adviser
      Fergus has over 30 years experience in the financial services industry including time with national accountancy practices. Before joining Wren… Sterling Fergus spent 17 years as a Director with a Glasgow IFA firm which specialised in wealth management and retirement planning, building long-term relationships with clients and their families. Away from work Fergus enjoys being active, playing golf and cycling, and watching most sports as well as holiday time with his family. Read more
      Get in touch

    • Kalab Hussain

      Independent Financial Adviser
      Kalab 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
      Get in touch

    • 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 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
      Get in touch

    • 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… adviser status in under two years, the quickest to do them in his firm and also achieved the Pension Transfer Specialist accreditation in this time - meaning he is qualified to support defined benefit pension transfers. Graeme has a keen interest in pensions and retirement planning and enjoys helping clients visualise and then achieve their aims and objectives when it comes to retirement. In his spare time Graeme is a football fan, he enjoys sampling new restaurants and spending time with family and friends. Read more
      Get in touch

    • Allen Ward

      Independent Financial Adviser
      Allen has been in financial services for 13 years, spending his career with a major fund manager and retail banks before joining Wren Sterling. Allen… looks to build strong relationships with clients through regular meetings, helping them establish and achieve their needs and goals. Allen takes a proactive approach to communicating with clients. He is always happy to engage with them when they need support and ensuring clients are comfortable with the plans put in place - from pension advice to protection planning. In his spare time Allen enjoys watching and playing sport as well as spending time with his young family. Read more
      Get in touch

    • David Duncan

      Independent Financial Adviser
      With 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
      Get in touch

    • 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 with… several well-known household companies. Prior to joining Wren Sterling, Anthony was a Financial Adviser with Prudential for 4 years. Here he was very successful, and was recognised as “Home-based Adviser of the year” in 2021/2022 and he was the runner up for this award in 2020/2021. In his youth Anthony was a successful amateur boxer and he represented Scotland on several occasions in international tournaments. Anthony has now hung up his boxing gloves, however he keeps fit and active. In his spare time, Anthony enjoys playing golf, spending time with friends and family and travelling. Read more
      Get in touch

    • 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… seeks to add value to clients, helping them live the life they really want in the knowledge that a sound financial strategy has been put in place. Greg builds strong client relationships with regular reviews - ensuring that your plans are on track. He also has a very efficient administration team to help him provide a first class service to his clients Financial adviser Glasgow You can get in touch with Greg at our offices in Glasgow. 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. Ask us about your financial planning. Read more
      Get in touch

    • 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 at… risk?, 'what is my IHT bill likely to be?', 'can I do more with my investment portfolio?'. Tim is aware that each client has their own unique set of financial aspirations and goals and the key to achieving these goals is a strong relationship between client and adviser together with regular financial reviews. Read more
      Get in touch

    • 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 industry… for 25 years and prior to joining Wren Sterling worked for a bank as well as a local IFA firm. He is experienced in dealing with a wide range of client’s needs and his motto is “the only certainty in the financial word is uncertainty”. Alistair has a wealth of professional connections, working with mortgage brokers, solicitors and accountants to support their clients with their financial planning. In his spare time Alistair enjoys spending time with his family, sports and music. He is also a world champion bagpiper! Read more
      Get in touch

    • 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,… 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
      Get in touch

    • 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 for… clients to understand. Mark believes in educating his clients understand so that they can understand the 'whys' behind his recommendations, his process and value of financial advice. Mark has recently completed his equity release exam and is a Pension Transfer Specialist, and can provide defined benefit pension transfer advice for clients looking to understand if they'd be better off transferring their DB pension away. He is on track to become a Chartered Financial Planner by 2023. He is active in promoting apprenticeship programmes and attends events as a speaker in his own time to share his experience. Mark is from a Portuguese family, speaks Portuguese and enjoys visiting Portugal. He is very family orientated, and enjoys spending time with friends and family and keeping fit. Read more
      Get in touch
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