Wren Sterling Leamington Spa

Find local advice with Wren Sterling's network of advisers across the UK

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Our Leamington Spa office sits in the heart of the town, less than 10 minutes from the train station. From here, our Leamington Spa-based financial planners provide independent financial advice to our clients.

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

Meet the 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 planning, forecasting and advice on pensions and investments. He advocates holistic financial planning and has built up considerable knowledge and experience of implementing clients' ethical and sustainability views into their portfolios. Originally from Leeds, he grew up in Sydney, Australia between the ages of 8 and 19, which sparked his interest in rugby and cricket. Now living with his wife and two sons in Henley-in-Arden, he remains loyal to Leeds United football club and supports the Leeds Rhinos rugby league team as well as keenly following the fortunes of the England rugby and cricket teams. 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 previous Jason revitalised and transformed HB&O Financial Services into a trusted and respected chartered financial advisory practice in the heart of the Midlands. Jason started his financial advisory career in the late 90s and became a Chartered Financial Planner in 2008. Being a great believer in being qualified to the highest level to advise clients, the whole advisory team in Leamington Spa quickly followed suit in the following years. Jason continues to practice full holistic planning with his clients, and when he has a little spare time he’s happy to chat relentlessly about cycling and running, having completed an Everesting challenge (virtually) in lockdown and has run over 100 marathons in the outside world. 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 inheritance tax. Thomas strives to demystify the financial planning world for his clients, helping them to feel fully engaged in their financial planning process. Thomas worked with a number of large financial service product providers before becoming a financial planner in 2012. Thomas enjoys family life in the North Cotswolds with his wife and three children. He keeps fit by mountain biking, running and playing golf – when time allows! 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 lives, when their work position has changed, when considering selling their business, looking to retire or simply want more support throughout retirement. David is a Chartered Financial Planner and Fellow of the Personal Finance Society, and has worked in some of the largest financial advice firms in the Midlands, supporting clients dealing with complex financial planning scenarios. When he’s not working, David can often be found with his family, playing and coaching cricket, the very odd round of golf and hiking. 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, and pensions. Before joining in 2013, Anthony worked as a financial adviser for a well-known high street bank for eight years. He graduated from Wolverhampton University with a BA Hons in Business and Economics, and pursued a career as a fitness instructor and personal trainer before becoming a financial adviser. Anthony still enjoys keeping fit and has completed over 23 marathons; these include Rome, Vienna, Berlin, Athens and 14 London marathons. All of Anthony’s London marathons were in support of the Charity VICTA, a charity that supports blind and partially sighted children and their families. Through marathon running and other endurance events, he has raised in excess of £25,000 for various charities. As well as keeping fit, Anthony has a busy family life, with his wife and two teenage daughters. 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 worked in the financial services industry for more than 25 years and in his current role since 2015. He uses his knowledge and experience to source the best possible deals and have strong relationships with lenders. At the heart of our mortgage service is our commitment to providing first class customer care which is why the majority of his work comes from client referrals. Outside of work Ian enjoys travelling, playing golf and watching various sports. Read more
  • 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 planning, forecasting and advice on pensions and investments. He advocates holistic financial planning and has built up considerable knowledge and experience of implementing clients' ethical and sustainability views into their portfolios. Originally from Leeds, he grew up in Sydney, Australia between the ages of 8 and 19, which sparked his interest in rugby and cricket. Now living with his wife and two sons in Henley-in-Arden, he remains loyal to Leeds United football club and supports the Leeds Rhinos rugby league team as well as keenly following the fortunes of the England rugby and cricket teams. 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 previous Jason revitalised and transformed HB&O Financial Services into a trusted and respected chartered financial advisory practice in the heart of the Midlands. Jason started his financial advisory career in the late 90s and became a Chartered Financial Planner in 2008. Being a great believer in being qualified to the highest level to advise clients, the whole advisory team in Leamington Spa quickly followed suit in the following years. Jason continues to practice full holistic planning with his clients, and when he has a little spare time he’s happy to chat relentlessly about cycling and running, having completed an Everesting challenge (virtually) in lockdown and has run over 100 marathons in the outside world. 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 inheritance tax. Thomas strives to demystify the financial planning world for his clients, helping them to feel fully engaged in their financial planning process. Thomas worked with a number of large financial service product providers before becoming a financial planner in 2012. Thomas enjoys family life in the North Cotswolds with his wife and three children. He keeps fit by mountain biking, running and playing golf – when time allows! 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 lives, when their work position has changed, when considering selling their business, looking to retire or simply want more support throughout retirement. David is a Chartered Financial Planner and Fellow of the Personal Finance Society, and has worked in some of the largest financial advice firms in the Midlands, supporting clients dealing with complex financial planning scenarios. When he’s not working, David can often be found with his family, playing and coaching cricket, the very odd round of golf and hiking. 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, and pensions. Before joining in 2013, Anthony worked as a financial adviser for a well-known high street bank for eight years. He graduated from Wolverhampton University with a BA Hons in Business and Economics, and pursued a career as a fitness instructor and personal trainer before becoming a financial adviser. Anthony still enjoys keeping fit and has completed over 23 marathons; these include Rome, Vienna, Berlin, Athens and 14 London marathons. All of Anthony’s London marathons were in support of the Charity VICTA, a charity that supports blind and partially sighted children and their families. Through marathon running and other endurance events, he has raised in excess of £25,000 for various charities. As well as keeping fit, Anthony has a busy family life, with his wife and two teenage daughters. 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 worked in the financial services industry for more than 25 years and in his current role since 2015. He uses his knowledge and experience to source the best possible deals and have strong relationships with lenders. At the heart of our mortgage service is our commitment to providing first class customer care which is why the majority of his work comes from client referrals. Outside of work Ian enjoys travelling, playing golf and watching various sports. Read more
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Latest News Update: Wren Sterling creates Leamington Spa office with acquisition of HB&O Financial Services February 8th 2023: Wren Sterling completes HB & O Financial Services deal