Client Login
Wren Sterling London
Find local advice with Wren Sterling's network of financial planners across the UK
Speak to us
Looking for financial planners in London? Wren Sterling’s London office can be found a few steps from Liverpool Street station. From here, our financial advisory teams provide both independent financial advice and corporate financial advice in the City of London.
Contact us to arrange an initial meeting to see if we can help, with no obligation to proceed.
-
0370 1432 100
-
contactus@wrensterling.com
-
Room 528, New Broad Street House, 35 New Broad Street, London, EC2M 1NH
- Directions
Meet the team
-
Phil Jenkins
Chartered Financial PlannerPhil has been actively been advising both private and corporate clients since 1999 on all aspects of financial planning. Phil joined Wren Sterling at… the beginning of 2013 and is responsible for providing ongoing planning advice to a broad range of clients including company directors, SME business owners, and other city professionals, with a strong focus on retirement planning, risk management and profit extraction. Phil holds the advanced pension qualification. Read more -
Paul Mitchell
Director, Corporate SolutionsPaul has worked in the employee benefit industry for over 25 years, 15 of which have been spent advising companies on their employee benefit strategy.… Areas of advice include group pensions (both DB and DC), auto enrolment, group risk benefits (death in service, income protection), flexible benefits and total reward statements. Paul regularly advises companies who have undertaken acquisitions, or have been acquired themselves. Paul can help potential purchasers to identify the types of arrangements in place, whether they represent fair value and more importantly, ensuring they meet legislative requirements. Read more -
Matthew Bell
Independent Financial AdviserMatthew joined Wren Sterling in March 2021 and has over 25 years’ experience in financial services, the majority of which has been spent working for… private investment banks and wealth management firms. He advises both personal and corporate clients on pension planning, investments, inheritance tax planning, inflation, trusts, long-term care, and other specialist areas of their finances. He provides bespoke face-to-face financial advice on a wide range of financial planning matters with clients and their families, tailoring a clear financial plan to meet their individual goals. Client needs are reviewed and updated regularly, ensuring their goals and aspirations remain on track and are achievable. Outside of work, Matthew enjoys spending time with his family and has a keen interest in country pursuits, working closely with the local community. Read more -
Ray Jackson
Independent Financial AdviserRay joined Wren Sterling in March 2021. He has been in financial services since leaving school to join NatWest where he worked in many varied roles… including international corporate banking and lending control before becoming an adviser in 1991. He formed his own independent financial advice firm in 2001 with some colleagues and has held various roles throughout that time, including senior management positions. Ray has clients spread across the United Kingdom and he travels to meet them from his home in Cardiff on a regular basis, as well as conducting client reviews over the phone and via Microsoft Teams. Ray is an investments expert and he enjoys taking the complicated and putting it into language that all clients can understand. Read more -
Tim Seegar
Independent Financial AdviserTim 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… his clients through regular meetings and face to face contact. He has a depth of experience in helping his clients deal with many financial issues, these often revolve around such things as advising on investment strategies, planning for life in retirement and effective long term tax planning. This client focused approach has also worked equally well in forming strong professional relationships with solicitors and accountants. Read more -
Ghazenefar Ahmed
Independent Financial AdviserGhaz has worked in financial services since 2010, and as a qualified independent financial adviser since 2018. Ghaz joined Wren Sterling from HSBC and… became an independent financial adviser because he wants to ensure people make the best possible financial decisions. As such, he is particularly passionate about protection products and the role they play in delivering long-term peace of mind for clients and their families. Outside of work, Ghaz follows Liverpool FC and his other hobbies include the Japanese art form, anime, and mixed martial arts. Read more -
Sarah Herd
Director of Employee Benefits and EngagementSarah has worked in the financial services industry for over 25 years. She joined Wren Sterling in 2016 having worked as an independent financial… adviser before joining Barclays' corporate division in 2015. With a client portfolio ranging from owner managed businesses to multi global PLCs, Sarah’s approach is to provide solutions relating to both employees and the boardroom. Sarah has a well established network of professional connections and develops business with them. These include accountants, solicitors and the banking community. Read more -
Bryan Stott
Corporate ConsultantBryan 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… pension auto-enrolment since its inception in 2012, advising employers of all sizes including many household names like 99p Stores. As well as advising companies on their employee benefit strategies, Bryan specialises in business protection and succession planning and his experience leads him to believe that many SMEs are busy building their businesses and sadly overlook this important aspect of financial planning. Bryan regularly advises companies who have undertaken acquisitions, or have been acquired themselves. Bryan can help potential purchasers identify the types of arrangements in place, whether they represent fair value and more importantly, ensuring they meet legislative requirements. Read more -
Nick Foster
Regional Manager, SouthNick has had over 30 years’ experience in leading high performance teams in the financial services sector. He has predominantly worked in the wealth… division of both Lloyds and Barclays Bank, in the mortgage division of a national estate agency and he was Head of Sales for a large independent financial advice company. Nick joined Wren Sterling in April 2018 and he is responsible for leading the London and South private client and corporate advisers. Read more
-
Phil Jenkins
Chartered Financial PlannerPhil has been actively been advising both private and corporate clients since 1999 on all aspects of financial planning. Phil joined Wren Sterling at… the beginning of 2013 and is responsible for providing ongoing planning advice to a broad range of clients including company directors, SME business owners, and other city professionals, with a strong focus on retirement planning, risk management and profit extraction. Phil holds the advanced pension qualification. Read more -
Paul Mitchell
Director, Corporate SolutionsPaul has worked in the employee benefit industry for over 25 years, 15 of which have been spent advising companies on their employee benefit strategy.… Areas of advice include group pensions (both DB and DC), auto enrolment, group risk benefits (death in service, income protection), flexible benefits and total reward statements. Paul regularly advises companies who have undertaken acquisitions, or have been acquired themselves. Paul can help potential purchasers to identify the types of arrangements in place, whether they represent fair value and more importantly, ensuring they meet legislative requirements. Read more -
Matthew Bell
Independent Financial AdviserMatthew joined Wren Sterling in March 2021 and has over 25 years’ experience in financial services, the majority of which has been spent working for… private investment banks and wealth management firms. He advises both personal and corporate clients on pension planning, investments, inheritance tax planning, inflation, trusts, long-term care, and other specialist areas of their finances. He provides bespoke face-to-face financial advice on a wide range of financial planning matters with clients and their families, tailoring a clear financial plan to meet their individual goals. Client needs are reviewed and updated regularly, ensuring their goals and aspirations remain on track and are achievable. Outside of work, Matthew enjoys spending time with his family and has a keen interest in country pursuits, working closely with the local community. Read more -
Ray Jackson
Independent Financial AdviserRay joined Wren Sterling in March 2021. He has been in financial services since leaving school to join NatWest where he worked in many varied roles… including international corporate banking and lending control before becoming an adviser in 1991. He formed his own independent financial advice firm in 2001 with some colleagues and has held various roles throughout that time, including senior management positions. Ray has clients spread across the United Kingdom and he travels to meet them from his home in Cardiff on a regular basis, as well as conducting client reviews over the phone and via Microsoft Teams. Ray is an investments expert and he enjoys taking the complicated and putting it into language that all clients can understand. Read more -
Tim Seegar
Independent Financial AdviserTim 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… his clients through regular meetings and face to face contact. He has a depth of experience in helping his clients deal with many financial issues, these often revolve around such things as advising on investment strategies, planning for life in retirement and effective long term tax planning. This client focused approach has also worked equally well in forming strong professional relationships with solicitors and accountants. Read more -
Ghazenefar Ahmed
Independent Financial AdviserGhaz has worked in financial services since 2010, and as a qualified independent financial adviser since 2018. Ghaz joined Wren Sterling from HSBC and… became an independent financial adviser because he wants to ensure people make the best possible financial decisions. As such, he is particularly passionate about protection products and the role they play in delivering long-term peace of mind for clients and their families. Outside of work, Ghaz follows Liverpool FC and his other hobbies include the Japanese art form, anime, and mixed martial arts. Read more -
Sarah Herd
Director of Employee Benefits and EngagementSarah has worked in the financial services industry for over 25 years. She joined Wren Sterling in 2016 having worked as an independent financial… adviser before joining Barclays' corporate division in 2015. With a client portfolio ranging from owner managed businesses to multi global PLCs, Sarah’s approach is to provide solutions relating to both employees and the boardroom. Sarah has a well established network of professional connections and develops business with them. These include accountants, solicitors and the banking community. Read more -
Bryan Stott
Corporate ConsultantBryan 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… pension auto-enrolment since its inception in 2012, advising employers of all sizes including many household names like 99p Stores. As well as advising companies on their employee benefit strategies, Bryan specialises in business protection and succession planning and his experience leads him to believe that many SMEs are busy building their businesses and sadly overlook this important aspect of financial planning. Bryan regularly advises companies who have undertaken acquisitions, or have been acquired themselves. Bryan can help potential purchasers identify the types of arrangements in place, whether they represent fair value and more importantly, ensuring they meet legislative requirements. Read more -
Nick Foster
Regional Manager, SouthNick has had over 30 years’ experience in leading high performance teams in the financial services sector. He has predominantly worked in the wealth… division of both Lloyds and Barclays Bank, in the mortgage division of a national estate agency and he was Head of Sales for a large independent financial advice company. Nick joined Wren Sterling in April 2018 and he is responsible for leading the London and South private client and corporate advisers. Read more
