Financial Advisors in Leamington Spa

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

Speak to our Leamington Spa financial advice team

Our team of independent financial advisors 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 advisor by phone or online.

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 Leamington Spa

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 retirementRead 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 decadeRead 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 andRead 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 theirRead 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 Services 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 workedRead more
  • Paul Penman

    Paul Penman

    Mortgage & Protection Adviser
    Paul is a Mortgage and Protection specialist with over 30 years’ experience helping thousands of clients achieve and their goals and dreams duringRead more

Get in touch today

Financial planning takes a wealth of experience. Talk to a financial adviser today and find out how we can help

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

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