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    Financial Advice in Newtownards (NI)

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

    You can find us in the heart of the Ards Peninsula, offering flexible comfortable office meeting space and parking for clients.

    Speak to our Newtownards financial advice team

    Financial Advice Newtownards (NI)

    You can meet your local Financial Adviser face to face are our Newtownards office – or if you’d prefer to discuss your Financial Planning remotely, you can talk with a Financial Adviser by phone or online.

    From investment advice to pension planning, our Financial Advisers in Newtownards can help you take control of your finances and plan for a strong financial future:

    • 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.

      Retirement Planning
    • 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 Newtownards 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 0289 131 0342

    Meet the Newtownards team

    • Stephen Casey

      Stephen Casey

      Regional Director
      Stephen has over 40 years of product provider, intermediary and management experience within financial services. His areas of specialisation are…Read more
    • Owen Armstrong

      Owen Armstrong

      Independent Financial Adviser
      Owen has nearly 35 years’ experience in Financial services. He has worked for many multinational insurance companies since 1991 and has been in his…Read more
    • Ian Black

      Ian Black

      Independent Financial Adviser
      Ian has worked in the financial services industry for over 20 years, providing independent financial advice for both personal and commercial clients.…Read more

    What our clients say

    Decoration
    • The service was very personable, focused and clear. The adviser was flexible, helpful and very much appeared to have our interests at heart.

      Nigel, 
       5* on feefo

    • Excellent service, very straightforward and easy to understand. Clear explanation given.

      Phyllis, 
       5* on feefo

    • Pension planning. Helpful and knowledgable team able to explain various services and options available for retirement planning

      Gordon, 
       5* on feefo

    Financial Planning Newtownards 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.