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    Financial Advice in Leamington Spa

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

    Speak to our Leamington Spa financial advice team

    Our team of Independent Financial Advisers advise Leamington Spa and the surrounding area. You can find us in the heart of the town, less than 10 minutes from the train station. Or if you’d prefer to discuss your financial planning remotely, you can talk with your Leamington Spa Financial Adviser by phone or online.

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

    Our services

    Financial Advice in Leamington Spa

    • Investment Planning

      Investment 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 Planning
    • Retirement Planning

      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 Leamington Spa 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.

      Financial Advice for Business Owners
    • 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

    Financial Planning services in Leamington Spa

    Wren Sterling is a nationwide firm of Independent Financial Advisers. Our team of Financial Planners support individuals, families and business owners helping them feel more secure and in control of their financial future.

    We provide Financial Planning services to clients across Leamington Spa and the surrounding area. You can choose to meet your local Financial Adviser to discuss your Financial Planning in person, or speak with them by phone or online.

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

    Meet the Leamington Spa team

    • Tom Driver

      Tom Driver

      Chartered Financial Planner
      Tom is an experienced Chartered Financial Planner and Fellow of the Personal Finance Society with a strong background in providing retirement…Read more
    • Jason Strain

      Jason Strain

      Chartered Financial Planner
      Jason became Wren Sterling’s Regional Director (Midlands) following the acquisition of HB&O Financial Services in early 2023. Over a decade…Read more
    • Thomas Dawe

      Thomas Dawe

      Chartered Financial Planner
      Thomas is a Chartered Financial Planner and advises on most areas of financial planning, with a particular focus on pensions, investments and…Read more
    • Lucy Talbot

      Lucy Talbot

      Financial Planning Analyst
      Lucy has 16 years experience in various roles helping clients navigate complex financial decisions with clarity and confidence. She is dedicated to…Read more
    • David Stokes

      David Stokes

      Chartered Financial Planner
      David specialises in helping his clients make efficient use of their wealth. David’s clients often reach out during times of transition in their…Read more
    • Anthony Baynham

      Anthony Baynham

      Chartered Financial Planner
      Anthony works with his clients to ensure they have an effective plan for their future, specialising in business and family protection, investments,…Read more
    • Ian Chetwynd

      Ian Chetwynd

      Mortgage & Protection Adviser
      As a mortgage and protection specialist, Ian’s role is to take the stress out of finding a mortgage by doing the hard work for you. Ian has worked…Read more
    • Adele Crane

      Adele Crane

      Independent Financial Adviser
      Adele has worked in the financial industry since 2001, joining Wren Sterling in 2017. Adele focuses on building long term relationships with her…Read more
    • Robert Blumberger

      Robert Blumberger

      Independent Financial Adviser and Pension Transfer Specialist
      Robert has been advising clients for the last 20 years. As many clients have complex financial situations, he provides holistic advice to include…Read more
    • Paul Mitchell

      Paul Mitchell

      Director, Corporate Solutions
      Paul has worked in the employee benefit industry for over 25 years, 15 of which have been spent advising companies on their employee benefit strategy.…Read more
    • Phil Jenkins

      Phil Jenkins

      Chartered Financial Planner
      Phil is a Chartered Financial Planner, a Fellow of the Personal Finance Society and an Occupational Pension Transfer Specialist. Phil has been…Read more

    Reviews from our clients

    Decoration
    • As usual, Robert Blumberger dealt with everything in a professional and efficient manner.

      Kenneth, 
       5* on feefo

    • I have always received comprehensive advice from Anthony Bilan backed up by substantial due diligence, which has proved very effective so far. Growth has been evident from the first month of capital transfer advised.

      John, 
       5* on feefo

    • 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 paperwork 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

    Financial Planning FAQ

    • What is Independent Financial Advice?

      What is Independent Financial Advice?

      Independent Financial Advice considers products and solutions from the whole of the market, rather than being limited to a single provider or a restricted panel. This means an Independent Financial Adviser (IFA) can offer unbiased, personalised recommendations based on what is most suitable for your goals and financial circumstances, drawing on a wide range of pensions, investments, protection products and broader financial planning services.

    • What does a Financial Planner help with?

      What does a Financial Planner help with?

      A Financial Planner helps you understand your financial position, identify your goals and build a plan to achieve them. This may include investing, pensions, protection, later‑life planning or reducing Inheritance Tax. A Financial Planner will look holistically at your financial situation so you can make confident decisions to help stay on track as life changes.

    • When should I speak to a Financial Planner?

      When should I speak to a Financial Planner?

      You can benefit from financial advice at any stage – whether you’re starting to build wealth, preparing for retirement or navigating a major life event. A Financial Planner can help you understand your options and the long‑term impact of your decisions.

    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.