Financial Advisors in Gloucester

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

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

Speak to our Gloucester financial advice team

Our team of independent financial advisors assists clients in Gloucester and the surrounding area. You can meet your adviser face to face, by phone or online, building a long-term professional relationship to boost your confidence and ensure a successful financial future. With our financial advisors in Gloucester, we can meet locally and take the time to get to know you and your hopes for the future – and when you’re ready to proceed, we’ll create a bespoke financial plan that clearly sets out the steps you’ll need to take to achieve your financial goals.

Our Gloucester office

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

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

Financial Planning services available in Gloucester

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

Meet the Gloucester team

  • Andrew Jones

    Andrew Jones

    Financial Planner
    Andy has worked within the financial services industry since 1988, initially starting in banking, before building a solid technical background inRead more
  • Brian Morman

    Brian Morman

    Financial Planner
  • Curtis Mansfield

    Curtis Mansfield

    Financial Adviser
    Curtis has worked in financial services since 2018, having graduated with a first-class degree in English Language from the University of Birmingham.Read more
  • Dean Baldwin DipFA

    Dean Baldwin DipFA

    Financial Planner
    Dean has been in the financial services industry for over 30 years, becoming Director at Brunsdon Financial before joining Wren Sterling in 2026.
  • Jon Rhind

    Jon Rhind

    Financial Planner
  • Lennie Quainton

    Lennie Quainton

    Chartered Financial Adviser
    Lennie Quainton is a Chartered Financial Planner, a Fellow of the Personal Finance Society, an affiliate Step Member, and a Pension TransferRead more
  • Lisa Ramsey

    Lisa Ramsey

    Chartered Financial Adviser
    Lisa has worked in financial services since 2012. She started her career at Brunsdon Financial, before moving to London and working as a paraplannerRead more
  • Marcus Gomery

    Marcus Gomery

    Sales Support Manager
    Marcus joined the financial services industry in 1991 and has built an impressive career spanning more than three decades. He went on to run andRead more

What our clients say

The value of your investments can go down as well as up, so you could get back less than you invested.

Your home may be repossessed if you do not keep up repayments on your mortgage.