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    Financial Advisors in London

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

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

    Speak to our London financial advice team

    Our team of independent financial advisors assists clients in London and the surrounding area. Our London office is also hosts most of our Workplace team, offering financial advice for businesses. Or if you’d prefer to not discuss your financial planning in London, we can provide remote advice with your London financial advisor by phone or online.

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

    Financial Planning services available in London

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

    Meet the London team

    • 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
    • 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
    • Tim Seegar

      Tim Seegar

      Independent Financial Adviser
      Tim joined Wren Sterling in 2013, and has been advising many of his clients for over 20 years. Tim has formed strong and lasting relationships with…Read more
    • Sarah Herd

      Sarah Herd

      Head of Workplace
      Sarah has worked in the financial services industry for over 25 years. She joined Wren Sterling in 2016 having worked as an independent financial…Read more
    • James Twining

      James Twining

      Chief Executive Officer
      James is Chairman and Chief Executive Officer of Wren Sterling. He joined the business in February 2022, having previously been CEO of the…Read more
    • Rod Hamilton

      Rod Hamilton

      Independent Financial Adviser
      Rod joined Wren Sterling from Rothesay Independent Financial Services. Rod has more time now to concentrate on talking to clients and recommending…Read more
    • Nadia Khan

      Nadia Khan

      Independent Financial Adviser
      Nadia has over 15 years of experience in the financial services industry. Throughout her career, she has worked with a broad range of clients, helping…Read more
    • Rory McPherson

      Rory McPherson

      Chief Market Strategist
      Rory is Chief Market Strategist at Wren Sterling, providing market insight, economic commentary and investment education to advisers and clients. He…Read more
    • Nick Moules

      Nick Moules

      Marketing Director
      Nick has been in charge of Wren Sterling's marketing since 2016. He is a Chartered Institute of Marketing-qualified marketer with experience in…Read more
    • Clemmie Vaughan

      Clemmie Vaughan

      Non-Executive Director
      Clemmie is a former asset management group CEO. From 2017 to 2021 she led, grew, internationalised and digitised Ruffer, the pre-eminent investment…Read more
    • Bryan Stott

      Bryan Stott

      Corporate Consultant
      Bryan has worked in the employee benefit industry for over 20 years and before that he ran his own IFA practice. Bryan has been heavily involved in…Read more
    • Matt Baseden-Butt

      Matt Baseden-Butt

      Financial Planner
      Matt always takes the time to get to know his clients and works with them in using financial planning to help achieve their lifetime goals.
    • Nick Crown

      Nick Crown

      Financial Planner
      Nick focusses on helping clients and their families grow their wealth and protecting their legacies for future generations.
    • Stephen Evans

      Stephen Evans

      Financial Planner and Client Transition Manager
      Stephen founded Evans Hart Ltd as an Independent Financial Adviser in 1987, which was acquired by Wren Sterling in 2025.
    • Judith Wright

      Judith Wright

      Financial Planner
      Judith strives to deliver the best advice possible and makes sure to ascertain all her client's unique needs and objectives whether this be pre- or…Read more
    • Jeanette Guy

      Jeanette Guy

      Financial Planner
      Jeanette Evans joined Wren Sterling in an acquisition in 2025. In her capacity as Financial Adviser, Jeanette offers guidance to her clients, spanning…Read more
    • Richard Gallacher

      Richard Gallacher

      Senior Financial Planner
      Richard has been advising clients since 2001 and enjoys a relaxed and conversational approach with clients.
    • Matt Short

      Matt Short

      Financial Planner
      Matt is a proponent of lifetime cashflow planning, believing this to be the most powerful tool available to advisers in helping clients achieve their…Read more
    • Charles Robertson

      Charles Robertson

      Consultant
      Charles joined the Financial Planning profession following service with the Royal Navy. Initially with Imperial Life of Canada and, after a period in…Read more

    Decoration
    • The overall service is great and our Financial Adviser and his Administrator are excellent.

      Anonymous, 
      5* on feefo

    • Sarah Herd and her team of professionals have been working with our HR department for several years. Their support is highly valuable to us, not only in terms of the expertise and services they provide, but also in terms of their responsiveness, availability and excellent sense of service. Wren Sterling, through this team, greatly facilitates the management of our various benefits and schemes and we are very pleased to be building a long-term relationship with them.

      Anonymous, 
      5* on feefo

    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.