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    Financial Advisers in Gloucester

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

    Our Gloucester 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.

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

    Our services

    Financial Advice in Gloucester

    • Investing Advice

      Investing Advice

      If you’re looking to grow your wealth or make better use of the savings you already have, a Wren Sterling Financial Adviser can help you build an investment approach that works for you.

      Investment Advice
    • Retirement Advice

      Pensions and retirement advice

      Retirement should reflect the life you want to lead. A Financial Adviser can explain your pension planning options and help you feel more confident about your financial future.

      Retirement Planning
    • Estate Planning

      Passing on your legacy

      Estate Planning can help you pass on your assets tax efficiently and to the people and causes that matter most. Our Gloucester Financial Planners can guide you through Inheritance Tax considerations and help you put the right structure in place.

      Estate Planning
    • Workplace Advice

      Financial Advice for Business Owners

      Whether you’re growing your business or preparing for a sale, our Financial Planners can help you bring your business and personal goals together, plan tax efficiently and protect the wealth you’ve worked hard to build.

      Business Owner Financial Advice
    • Independent Mortgage Advice

      Finding the right mortgage for you

      If you’re a first-time buyer or looking for a better deal, an independent Mortgage Adviser can compare lenders across the market and recommend the right mortgage for your needs and circumstances.

      Mortgage advice from Wren Sterling

    What our clients say

    Speak to our Gloucester financial advice team

    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 Gloucester 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 Gloucester 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.

    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 in…Read more
    • Brian Morman

      Brian Morman

      Financial Planner
      Brian helps his clients understand their options and guides them toward the future they want, with a clear and friendly approach that makes complex…Read more
    • 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
      Jon has worked within the financial services industry since 1987, initially starting in Direct Sales and then as a Life Inspector for a major insurer…Read more
    • 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 Transfer…Read 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 paraplanner…Read 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 and…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.

    • 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.

    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.