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Wren Sterling Halifax
Find local advice with Wren Sterling's network of advisers across the UK
Speak to us
Clients can find us a short walk from Halifax train station, in Empire House – an office building shared with other professional services.
Contact us to arrange an initial meeting to see if we can help, with no obligation to proceed.
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0333 0438900
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halifax@wrensterling.com
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Empire House, Mulcture Hall Road, Halifax, HX1 1SP
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Meet the team
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Roger Dickenson
Corporate ConsultantRoger has over 25 years’ experience providing advice to SME clients on employee benefits provision. This includes the review and communication of… pension and group risk schemes along with business protection advice i.e. key person and shareholder protection cover. Roger regularly undertakes pension scheme governance reviews and provides independent advice to employers to ensure they maintain ongoing compliance with pension legislation. Read more -
Clive Barwell
Head of Later Life AdviceClive has been providing financial planning advice and guidance to private clients since entering the profession in 1971, joining Wren Sterling in… 2008. Throughout his long career, Clive has specialised in advising clients at and in post-retirement and later life, and this remains his key area of expertise. Clive is a member of SOLLA (the Society of Later Life Advice) and his uses his expertise to support his clients and their families. Clive describes himself as a “financial planning satellite navigation system”, as he maps out the route to his clients’ goals and then helps them avoid the financial obstacles en route. Clients are delighted that with Clive’s help and guidance, whilst on their financial journey, they never have to stop to ask a stranger for directions. Read more -
Graeme Wake
Independent Financial AdviserGraeme has worked in financial services since 1984. He has experience at several national financial planning and wealth management firms, and a global… investment manager. As a result, Graeme is a highly experienced wealth manager, delivering an integrated approach to protecting and growing wealth by combining skills and experience in financial planning and investment management. Graeme specialises in providing tax efficient investment solutions on high value and complex cases such as inheritance tax, clinical negligence and personal injury awards. Read more -
Michael Rigg
Independent Financial AdviserMichael joined Wren Sterling in 2015, and has worked as an independent financial adviser for over 30 years. He advises his clients on pensions,… trusts, business succession/continuity, protection, IHT, inflation and wealth planning. He is also qualified to support his clients with defined benefit pension transfer advice where applicable. Michael’s focus is to understand a client’s future vision before creating bespoke road maps to achieve these ultimate aims and objectives. He continues to work with clients throughout their lives and through regular reviews, keeps the road map firmly on track. Michael enjoys spending time with his family, and is a struggling 9 handicap golfer. Read more -
Mark Newton
Chartered Financial PlannerMark is a Chartered Financial Planner and has been in financial services for over 25 years. He is able to provide advice on all aspects of financial… planning including, pensions, inflation and investments, IHT planning and protection. Mark aims to develop long term relationships with his clients by putting together a holistic financial plan based on their needs to help them to achieve their goals and aspirations. Outside of work, Mark is a keen runner and has completed several marathons. He is currently wondering if his knees are up to the challenge of one more! Read more -
Andrew Mence
Chartered Financial PlannerAndrew has spent over 17 years accumulating considerable experience providing financial advice, helping individuals create wealth, retire and pass it… on to future generations. Andrew focuses on building a deep understanding of his clients' objectives and what makes them so important as this enables him to tailor bespoke financial plans designed to achieve these goals. Andrew’s clients are a combination of business owners, professionals and retired individuals – many of whom he’s worked with through the course of his career. Outside of work Andrew is happily married, an avid ball sports fan and to keep fit is willing to take on challenges to raise money for various charities. Read more -
Bradley Parry
Chartered Financial PlannerBradley has over 11 years experience in the financial services industry, and has worked from all sizes of organisation, from high street banks to a… small IFA firm, before joining Wren Sterling. Using his chartered financial adviser qualifications and pension transfer specialist permissions, he looks after the retirement, inflation, investment and protection needs of a diverse range of personal clients and business owners. Outside of work, he enjoys spending time with his wife and young family. He is renowned for being able to build Lego on command in a very quick and efficient manner! Read more -
Robert Hudson
Chartered Financial PlannerRobert has been with Wren Sterling since 2009. He is responsible for providing ongoing planning advice to a broad range of clients from company… directors, SME business owners to personal clients. His particular focus is on retirement planning, succession planning and protection for key individuals and company owners. Robert has 20 years experience as an independent financial adviser and has many clients who have been with him for the majority of this period. Through a personalised face-to-face approach he dedicates time to really understand clients’ needs and delivers practical solutions through the creation of a bespoke financial plan. Robert is a Chartered Financial Planner and specialises in helping clients understand their pension plans, enabling them to control their retirement planning. He is also qualified to provide advice on defined benefit pension transfers, helping clients understand whether or not they would be better of transferring their benefits from their DB pension. Read more
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Roger Dickenson
Corporate ConsultantRoger has over 25 years’ experience providing advice to SME clients on employee benefits provision. This includes the review and communication of… pension and group risk schemes along with business protection advice i.e. key person and shareholder protection cover. Roger regularly undertakes pension scheme governance reviews and provides independent advice to employers to ensure they maintain ongoing compliance with pension legislation. Read more -
Clive Barwell
Head of Later Life AdviceClive has been providing financial planning advice and guidance to private clients since entering the profession in 1971, joining Wren Sterling in… 2008. Throughout his long career, Clive has specialised in advising clients at and in post-retirement and later life, and this remains his key area of expertise. Clive is a member of SOLLA (the Society of Later Life Advice) and his uses his expertise to support his clients and their families. Clive describes himself as a “financial planning satellite navigation system”, as he maps out the route to his clients’ goals and then helps them avoid the financial obstacles en route. Clients are delighted that with Clive’s help and guidance, whilst on their financial journey, they never have to stop to ask a stranger for directions. Read more -
Graeme Wake
Independent Financial AdviserGraeme has worked in financial services since 1984. He has experience at several national financial planning and wealth management firms, and a global… investment manager. As a result, Graeme is a highly experienced wealth manager, delivering an integrated approach to protecting and growing wealth by combining skills and experience in financial planning and investment management. Graeme specialises in providing tax efficient investment solutions on high value and complex cases such as inheritance tax, clinical negligence and personal injury awards. Read more -
Michael Rigg
Independent Financial AdviserMichael joined Wren Sterling in 2015, and has worked as an independent financial adviser for over 30 years. He advises his clients on pensions,… trusts, business succession/continuity, protection, IHT, inflation and wealth planning. He is also qualified to support his clients with defined benefit pension transfer advice where applicable. Michael’s focus is to understand a client’s future vision before creating bespoke road maps to achieve these ultimate aims and objectives. He continues to work with clients throughout their lives and through regular reviews, keeps the road map firmly on track. Michael enjoys spending time with his family, and is a struggling 9 handicap golfer. Read more -
Mark Newton
Chartered Financial PlannerMark is a Chartered Financial Planner and has been in financial services for over 25 years. He is able to provide advice on all aspects of financial… planning including, pensions, inflation and investments, IHT planning and protection. Mark aims to develop long term relationships with his clients by putting together a holistic financial plan based on their needs to help them to achieve their goals and aspirations. Outside of work, Mark is a keen runner and has completed several marathons. He is currently wondering if his knees are up to the challenge of one more! Read more -
Andrew Mence
Chartered Financial PlannerAndrew has spent over 17 years accumulating considerable experience providing financial advice, helping individuals create wealth, retire and pass it… on to future generations. Andrew focuses on building a deep understanding of his clients' objectives and what makes them so important as this enables him to tailor bespoke financial plans designed to achieve these goals. Andrew’s clients are a combination of business owners, professionals and retired individuals – many of whom he’s worked with through the course of his career. Outside of work Andrew is happily married, an avid ball sports fan and to keep fit is willing to take on challenges to raise money for various charities. Read more -
Bradley Parry
Chartered Financial PlannerBradley has over 11 years experience in the financial services industry, and has worked from all sizes of organisation, from high street banks to a… small IFA firm, before joining Wren Sterling. Using his chartered financial adviser qualifications and pension transfer specialist permissions, he looks after the retirement, inflation, investment and protection needs of a diverse range of personal clients and business owners. Outside of work, he enjoys spending time with his wife and young family. He is renowned for being able to build Lego on command in a very quick and efficient manner! Read more -
Robert Hudson
Chartered Financial PlannerRobert has been with Wren Sterling since 2009. He is responsible for providing ongoing planning advice to a broad range of clients from company… directors, SME business owners to personal clients. His particular focus is on retirement planning, succession planning and protection for key individuals and company owners. Robert has 20 years experience as an independent financial adviser and has many clients who have been with him for the majority of this period. Through a personalised face-to-face approach he dedicates time to really understand clients’ needs and delivers practical solutions through the creation of a bespoke financial plan. Robert is a Chartered Financial Planner and specialises in helping clients understand their pension plans, enabling them to control their retirement planning. He is also qualified to provide advice on defined benefit pension transfers, helping clients understand whether or not they would be better of transferring their benefits from their DB pension. Read more
