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    Financial Advice in Newcastle-under-Lyme

    Find local financial planning and advice with Wren Sterling’s network of Independent Financial Advisers

    Our Newcastle under Lyme office

    If you're making important decisions about your future finances, from planning when to retire, to selling a business, or passing on your wealth, Financial Advice can help bring clarity. Get in touch with a Wren Sterling Financial Planner to discover how.

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

    Speak to our Newcastle-Under-Lyme financial advice team

    Financial Advice Newcastle-Under-Lyme

    Our team of independent financial advisors offers services in Newcastle-Under-Lyme and the surrounding area. You can find us in within easy reach of the main bus station.

    You can meet your adviser face to face, by phone or online, building a long-term professional relationship to boost your confidence and ensure a successful financial future. With our Financial Advisers in Staffordshire, we can meet locally and take the time to get to know you and your hopes for the future – and when you’re ready to proceed, we’ll create a bespoke financial plan that clearly sets out the steps you’ll need to take to achieve your financial goals.

    achieve your financial goals.

    • Investment Planning

      Investments

      If you want to get more out of your personal savings and investments, a Wren Sterling Financial Adviser can help you build or review and optimise your portfolio.

      Investment Advice
    • Retirement Planning

      Pensions and Retirement Advice

      Planning for retirement isn’t just about pensions - it’s about shaping the lifestyle you want in later life. Our Financial Advisers can walk you through your options and help you build a plan that gives you confidence in your financial future.

      Pension and retirement planning from Wren Sterling
    • Inheritance Tax and Estate Planning

      Leaving a legacy

      Planning your legacy is an important part of Estate Planning and can help secure your financial future. Our Financial Planners in Newcastle-under-Lyme can work with you to create a tax efficient plan to help protect your wealth and ensure your assets pass to your loved ones.

      Estate Planning
    • Business Owner Financial Advice

      Financial Planning services for you and your business

      Your business goals and personal finances often go hand in hand. Our Financial Planners can help you bring both together, planning tax efficiently and supporting you throughout your journey as a business owner.

      Financial Advice for Business Owners
    • Independent Mortgage Advice

      Finding the right Mortgage for you

      With access to whole of market mortgage options, our independent Mortgage Advisers can help you compare lenders and understand which mortgage best suits your needs whether you’re remortgaging, buying your first home or investing in a buy to let property.

      Mortgage advice from Wren Sterling
    Get in touch for specialist advice and support call 0178 252 9425

    Meet the Newcastle-Under-Lyme team

    • Chris Devey CFP

      Chris Devey CFP

      Independent Financial Adviser
      Chris has been providing financial advice to both personal and corporate clients for over 20 years and is both a Chartered Financial Planner and a…Read more
    • Stuart Maddocks

      Stuart Maddocks

      Independent Financial Adviser
      Stuart has a vast experience built since 1998 and is able to provide advice to clients on a wealth management plan that will suit their needs. His…Read more
    • Stephanie Clancy

      Stephanie Clancy

      Independent Financial Adviser
      With over 17 years’ experience in the financial services industry, Stephanie works as an Accredited Paraplanner, having qualified with the Chartered…Read more

    What our Newcastle under Lyme clients say

    Decoration
    • We were very satisfied with the service we received from Stuart Maddocks.

      David, 
       5* review on feefo

    • Excellent, timely good advice. We receive regular updates and if we need advice we can always call our financial adviser.

      Julian, 
       5* review on feefo

    Financial Planning Newcastle-Under-Lyme FAQ

    • What is Financial Planning?

      What is Financial Planning?

      Financial Planning is the process of understanding your goals and creating a personalised plan to help you achieve them – whether that’s investing, planning for retirement, protecting your family, or managing tax efficiently. It looks at your whole financial picture and adapts as your life and circumstances change.

    • What does a Financial Adviser do?

      What does a Financial Adviser do?

      A Financial Adviser gets to know your situation and goals, helps you make informed decisions, and provides expert recommendations across areas like investing, retirement planning, protection and tax. They offer ongoing guidance, acting as a trusted partner to keep your financial plans on track over time.

    • Why do I need a Financial Plan?

      Why do I need a Financial Plan?

      A financial plan gives you clarity and confidence about your future by helping you understand your current position, set long‑term goals, and make choices that support them. It ensures your finances stay aligned with your life as things change, helping you protect, grow and organise your wealth effectively.

    This information does not constitute personal advice and does not take into account your individual circumstances. You should seek regulated financial advice before making any financial decisions. The value of your investments can go down as well as up, so you could get back less than you invested. Pensions are long‑term investments. You cannot normally access your pension before age 55, rising to 57 in 2028.

    Your home may be repossessed if you do not keep up repayments on your mortgage. Unlike most other mortgage advice, advice on buy-to-let mortgages are not regulated by the Financial Conduct Authority (FCA). Tax treatment depends on your individual circumstances and may be subject to change.

    By submitting an enquiry form you voluntarily choose to provide personal details to us via this website. Your personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018.  You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone. By submitting this information you have given your agreement to receive contact from us. For more information please visit our Privacy Policy.