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.

Meet the team

  • Phil Jenkins

    Phil Jenkins

    Chartered Financial Planner
    Phil 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

    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. 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
  • Ray Jackson

    Ray Jackson

    Independent Financial Adviser
    Ray 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

    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 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

    Ghazenefar Ahmed

    Independent Financial Adviser
    Ghaz 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

    Sarah Herd

    Director of Employee Benefits and Engagement
    Sarah 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

    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 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

    Nick Foster

    Regional Manager, South
    Nick 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
  • James Twining

    James Twining

    Chief Executive Officer
    James is Chief Executive Officer of Wren Sterling, the Wren Sterling Group and Magnus. He joined the business in February 2022, having previously been CEO of the Kingsbridge Group, a private-equity backed insurance broker that he successfully grew and eventually sold in 2020. James has over 25 years’ experience in the financial services industry, first as an investment banker, then as a strategy consultant at McKinsey & Co. and then as the Group Commercial Director of the JLT Group plc. Read more
  • Nick Moules

    Nick Moules

    Head of Marketing
    Nick has been in charge of Wren Sterling's marketing since 2016. He is a Chartered Institute of Marketing-qualified marketer with experience in financial services and start-up marketing, as well as a background in public relations. Nick is Wren Sterling's media contact. 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 management firm, to £25bn AUM (60% institutional) and a team of 350. Together with her leadership experience, she has a long and established asset management track record of investing globally across equities, bonds, real estate, digital currencies, credit and gold. She continued to run money to 2021, whilst leading Ruffer, and had a 15 year career in asset management. She is a former NED of Electric and General Investment Fund, an OEIC invested in an international portfolio of companies. Clemmie has significant institutional exposure and investor relations insight, together with experience of markets, workforce management, risk management, remuneration, client management, digitisation, data and diversity and inclusion. Clemmie is a Non-Executive Director on the Wren Sterling Group board, an NED on the Magnus board and chairs the Magnus Investment Committee. Read more
  • Rory McPherson

    Rory McPherson

    Chief Investment Officer
    Rory is CIO of Magnus, Wren Sterling Group's discretionary fund management business and a member of Wren Sterling's Executive team. He joined the business in September 2022, having previously worked at Punter Southall Wealth where he was Head of Investment Strategy; responsible for asset allocation and fund selection. Prior to that he worked for Russell Investments, running multi-asset funds for both retail and institutional clients. Rory has 20 years’ experience of working in financial services and is a CFA Charterholder. Read more
  • Ian Darby

    Ian Darby

    Executive Chairman
    Ian is the Executive Chairman of Wren Sterling, the Wren Sterling Group and Magnus, Wren Sterling Group's discretionary fund management business. He is also Non Executive Chairman of Connection Capital. Ian specialises in mergers and acquisitions and private equity investments within the financial services industry and he led the management buyout of Wren Sterling in 2015. With over 25 years' experience Ian has held a number of other senior positions including Retail Director at Aviva Life responsible for their Direct business, CEO of Towergate Financial and John Charcol, and Group Commercial Director at Bradford and Bingley. Read more
  • Phil Jenkins

    Phil Jenkins

    Chartered Financial Planner
    Phil 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

    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. 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
  • Ray Jackson

    Ray Jackson

    Independent Financial Adviser
    Ray 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

    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 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

    Ghazenefar Ahmed

    Independent Financial Adviser
    Ghaz 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

    Sarah Herd

    Director of Employee Benefits and Engagement
    Sarah 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

    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 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

    Nick Foster

    Regional Manager, South
    Nick 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
  • James Twining

    James Twining

    Chief Executive Officer
    James is Chief Executive Officer of Wren Sterling, the Wren Sterling Group and Magnus. He joined the business in February 2022, having previously been CEO of the Kingsbridge Group, a private-equity backed insurance broker that he successfully grew and eventually sold in 2020. James has over 25 years’ experience in the financial services industry, first as an investment banker, then as a strategy consultant at McKinsey & Co. and then as the Group Commercial Director of the JLT Group plc. Read more
  • Nick Moules

    Nick Moules

    Head of Marketing
    Nick has been in charge of Wren Sterling's marketing since 2016. He is a Chartered Institute of Marketing-qualified marketer with experience in financial services and start-up marketing, as well as a background in public relations. Nick is Wren Sterling's media contact. 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 management firm, to £25bn AUM (60% institutional) and a team of 350. Together with her leadership experience, she has a long and established asset management track record of investing globally across equities, bonds, real estate, digital currencies, credit and gold. She continued to run money to 2021, whilst leading Ruffer, and had a 15 year career in asset management. She is a former NED of Electric and General Investment Fund, an OEIC invested in an international portfolio of companies. Clemmie has significant institutional exposure and investor relations insight, together with experience of markets, workforce management, risk management, remuneration, client management, digitisation, data and diversity and inclusion. Clemmie is a Non-Executive Director on the Wren Sterling Group board, an NED on the Magnus board and chairs the Magnus Investment Committee. Read more
  • Rory McPherson

    Rory McPherson

    Chief Investment Officer
    Rory is CIO of Magnus, Wren Sterling Group's discretionary fund management business and a member of Wren Sterling's Executive team. He joined the business in September 2022, having previously worked at Punter Southall Wealth where he was Head of Investment Strategy; responsible for asset allocation and fund selection. Prior to that he worked for Russell Investments, running multi-asset funds for both retail and institutional clients. Rory has 20 years’ experience of working in financial services and is a CFA Charterholder. Read more
  • Ian Darby

    Ian Darby

    Executive Chairman
    Ian is the Executive Chairman of Wren Sterling, the Wren Sterling Group and Magnus, Wren Sterling Group's discretionary fund management business. He is also Non Executive Chairman of Connection Capital. Ian specialises in mergers and acquisitions and private equity investments within the financial services industry and he led the management buyout of Wren Sterling in 2015. With over 25 years' experience Ian has held a number of other senior positions including Retail Director at Aviva Life responsible for their Direct business, CEO of Towergate Financial and John Charcol, and Group Commercial Director at Bradford and Bingley. Read more
;