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Why Wren Sterling?
Straight forward and easy to understand – Our advice explains complex areas of financial planning to help you make difficult financial choices.
Expert, valuable advice – Our financial advisors are all qualified Independent Financial Advisers with a team of paraplanning and administrators supporting their recommendations.
Tailored experience – Answer all questions, and confidence you’re in safe hands.
Research to support our recommendations – Our advisers are supported by research and compliance teams to ensure the quality of their advice.
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.
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0192 680 0920
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leamingtonspa@wrensterling.com
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Highdown House, 11 Highdown road, Leamington Spa, CV31 1XT
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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.
- Investments in Leamington Spa– make your money work harder
- Retirement planning in Leamington Spa – learn how to use your pensions efficiently
- Protection in Leamington Spa – plan for the unexpected
- Workplace in Leamington Spa – financial planning for businesses and individuals all under one roof
- Mortgages in Leamington Spa – helping you find the right mortgage for you
Meet the Leamington Spa team
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Tom Driver
Chartered Financial PlannerTom is an experienced Chartered Financial Planner and Fellow of the Personal Finance Society with a strong background in providing retirement…Read more -
Jason Strain
Chartered Financial PlannerJason 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
Chartered Financial PlannerThomas is a Chartered Financial Planner and advises on most areas of financial planning, with a particular focus on pensions, investments and…Read more -
David Stokes
Chartered Financial PlannerDavid 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
Chartered Financial PlannerAnthony 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
Mortgage Services AdviserAs 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 -
Paul Penman
Mortgage & Protection AdviserPaul is a Mortgage and Protection specialist with over 30 years’ experience helping thousands of clients achieve and their goals and dreams during…Read 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.