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    Wren Sterling Nottingham

    Find local advice with Wren Sterling's network of advisers across the UK

    Speak to us

    Offering financial advice in Nottingham, Wren Sterling’s head office can be found in the city centre and is within easy reach of the main train station. The Nottingham office also hosts our growing support teams.

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

    Meet the team

    • Sebastian Athow-Frost

      Sebastian Athow-Frost

      Chartered Financial Planner
      Sebastian has worked in financial services for over a decade and is one of the longest-serving members of our Connect team. Sebastian holds the… Pensions Transfer Specialist qualification and he utilises this knowledge and experience to ensure the successful delivery of our pension advice projects. Sebastian works in the Connect team, as part of a group of independent financial advisers, with many years of experience to be called on, supported by Wren Sterling’s paraplanners and administrators. Read more
      Get in touch
    • Cheryl Batchelor

      Cheryl Batchelor

      Independent Financial Adviser
      Cheryl has been a Financial Adviser for 27 years, she has a wealth of knowledge and experience. During her career she has worked for high street… banks, along with wealth management firms. Cheryl prides herself in offering holistic and bespoke financial advice to private clients and business owners, including pensions, investments, inheritance tax planning and protection. Cheryl has focused on building long-lasting relationships as a trusted adviser for her clients and their families, believing financial advice is not a one-off process – and as life evolves, so should financial advice! In her spare time, Cheryl loves spending time with her husband, sons and her dogs. She also enjoys traveling to new places. Read more
      Get in touch
    • Susan Rai-Hutchins

      Susan Rai-Hutchins

      Independent Financial Adviser
      Susan has worked in the financial services industry since 1989 in a number of roles and organisations from insurance companies to advisory firms. As… many of her clients have complex financial situations, she provides holistic advice to include retirement planning, investment of personal money, tax-efficient investing and inheritance tax planning. This has allowed Susan to retain the clients she has had over the last 21 years as she is there throughout their life journey, from saving and building investment pots to retirement and beyond. You can get in touch with Susan at our offices in Nottingham. Our network of advisers across the UK means that if you’re looking for local financial advice, we can help. We specialise in all areas of financial planning for both corporate and individual clients all over the UK. Read more
      Get in touch
    • Nik Radojcic

      Nik Radojcic

      Independent Financial Adviser
      Nik has worked in the financial services industry since starting his career in Financial Services in 2008. He has held a number of roles in various… financial organisations during his career, from national banks to advisory firms, most recently being a Wealth Management Consultant, before joining Wren Sterling. Nik is passionate about helping families fulfil their goals and dreams by maximising opportunities for their finances whilst protecting them and their loved ones. Nik provides holistic advice including retirement planning, tax efficient investing and inheritance tax planning. Read more
      Get in touch
    • Banyamin Yasin

      Banyamin Yasin

      Independent Financial Adviser
      Banyamin began his career in the financial services industry in 2014 and qualified as an Independent Financial Adviser in 2018. As a Financial Adviser… he provides advice to retail and corporate clients on estate preservation and trust planning, investments, pensions, and protection. He prides himself on delivering the advice to his clients in a clear and concise manner that is tailored to their needs to help fulfil their financial objectives, whilst delivering a high level of service. In his spare time he likes to take long walks, keep fit and play snooker. You can get in touch with Banyamin at our offices in Nottingham. Our network of advisers across the UK means that if you’re looking for local financial advice, we can help. We specialise in all areas of financial planning for both corporate and individual clients all over the UK. Read more
      Get in touch
    • Jasmit Bahia

      Jasmit Bahia

      Regional Manager, Partnerships
      Jaz Bahia runs Wren Sterling's Partnerships arrangements with our Building Society partners. Prior to working for Wren Sterling he worked at the West… Brom Building Society, giving him invaluable experience for his current role. Read more
      Get in touch
    • Ian Weatherhead

      Ian Weatherhead

      Independent Financial Adviser
      Ian has worked in the financial services industry since 1996, holding a number of roles in various financial organisations from insurance companies… and national banks to advisory firms, before joining Wren Sterling. Ian discovered his passion for helping customers realise their dreams and aspirations through in-depth holistic financial planning, focusing on what’s important to them and their families allowing them to reach their goals. Ian has been advising his clients for many years on a number of areas including pensions, allowing families to fully utilise the complex pension freedom rules that now exist. He has also been advising his clients on their protection, savings & investments, equity release and estate planning needs. Read more
      Get in touch
    • Steve Smith

      Steve Smith

      Independent Financial Adviser
      Steve has worked in financial services since 1999, and been part of the Wren Sterling Family since 2009. Steve is a financial planner, taking into… consideration both the needs of his clients and the benefits that his advice may have on other family members. His particular interest is in retirement, investment, inheritance tax and later life planning; helping those who are approaching, or who are in retirement, to plan their futures, maintain their standard of living and pass on their wealth to future generations. Read more
      Get in touch
    • Rita Verma

      Rita Verma

      Chartered Financial Planner
      Rita has worked in the financial services industry since 2004 advising individuals on complex financial situations, she provides holistic advice to… include retirement planning, tax efficient investing and inheritance tax planning. Rita helps families fulfil their goals and dreams by maximising opportunities for their finances whilst protecting them and their loved ones. Rita is also a Pension Transfer Specialist, authorised to advise on defined benefits transfers. You can get in touch with Rita at our offices in Nottingham. Our network of advisers across the UK means that if you’re looking for local financial advice, we can help. We specialise in all areas of financial planning for both corporate and individual clients all over the UK. Read more
      Get in touch
    • Paul Grew

      Paul Grew

      Independent Financial Adviser
      With over 25 years working in the financial services industry and over 21 years spent as a financial adviser, Paul has a wealth of knowledge and… experience in the world of financial advice. During his career he has worked for a number of high street banks and building societies prior to joining Wren Sterling in December 2016. Paul now works as part of the Connect team at Wren Sterling looking after the pensions, investments and protection needs of a diverse range of personal clients. In his spare time Paul enjoys spending time with his wife and three children, reading and supporting Aston Villa where he has been a season ticket holder for a number of years. You can get in touch with Paul at our offices in Nottingham. Our network of advisers across the UK means that if you’re looking for local financial advice, we can help. We specialise in all areas of financial planning for both corporate and individual clients all over the UK. Read more
      Get in touch
    • Mike Jacobs

      Mike Jacobs

      Independent Financial Adviser
      Mike is a financial planner, taking into consideration both the needs of his clients and the benefits that his advice may have on other family… members. His particular interest is in investments, pension planning and inheritance tax mitigation. Helping those who are approaching, or who are in retirement, to plan their futures, maintain their standard of living and pass on their wealth to future generations. Mike enjoys eating out, going to the cinema and travelling to the States. Read more
      Get in touch
    • Michael Spencer

      Michael Spencer

      Independent Financial Adviser
      Mike has worked in financial services for over 30 years and has been with Wren Sterling since its inception. He works closely with his clients to… understand their current position and future destination and helps them plan their financial route whilst taking into consideration their hopes and needs and maintains a close ongoing relationship to keep them on track. He has a diploma in financial planning and advises across retirement planning, estate planning, investments and protection. Read more
      Get in touch
    • Mandip Sidhu

      Mandip Sidhu

      Independent Financial Adviser
      Mandip has worked in the financial services industry since 1988 in a number of roles and organisations from banks and building society’s to advisory… firms. He has been advising clients for the last 22 years for the West Brom. As many clients have complex financial situations, he provides holistic advice to include retirement planning, investment of personal money, tax-efficient investing and inheritance tax planning. Mandip has built lasting relationships with his clients, to support them throughout their life’s journey, from saving and building investment pots to retirement and beyond. In his spare time he is also a keen football player and played hockey at county level. Read more
      Get in touch
    • Colin Brisco

      Colin Brisco

      Independent Financial Adviser
      Colin has worked in the financial services industry for over 30 years in a number of roles and organisations from insurance companies to advisory… firms. He provides ongoing financial advice to clients on a wide range of financial planning matters with a focus on retirement planning, wealth creation/preservation through tax-efficiency, risk management and investment growth. Read more
      Get in touch
    • Barrie Storm

      Barrie Storm

      Independent Financial Adviser
      Barrie focuses on his clients' personal goals and aspirations. He prides himself on being able to explain complex financial concepts in easy to… understand ways. This has allowed Barrie to retain the clients he has had over many years as he is there throughout their life journey, from saving and building investment pots to retirement and beyond. Barrie achieved the required diploma status in 2012 and has advanced qualifications in taxation, trusts, Pension Transfers and is deemed a Pension Transfer Specialist by the industry. Barrie is working towards achieving chartered status. He also has a keen interest in estate planning and wealth succession. He can offer advice in all areas of financial planning and investments. Read more
      Get in touch
    • Ted Towers

      Ted Towers

      Independent Financial Adviser
      Ted has been providing financial advice to a range of clients for over 28 years. Throughout his career, Ted has worked for several companies within… the financial services sector, including well-known banks and building societies. Ted assists clients at all stages of their financial journey. He has experience in developing long term financial planning for younger clients looking for advice on savings, investment and pension planning, along with those who might be looking for advice around taking retirement benefits and wealth preservation. “I work with my clients to offer solutions to meet their needs and objectives. It’s important to allow clients to understand their options, as the decisions they make impact themselves and their families. Our commitment extends to reviewing their circumstances on an ongoing basis, ensuring products maintain suitability and continue to match client need should circumstances change.” Read more
      Get in touch
    • Gareth Hope

      Gareth Hope

      Head of Research
      Gareth is Wren Sterling's Head of Research and a Chartered Financial Planner. Gareth is a member of Wren Sterling's Investment Committee and as a… member of Wren Sterling's Commercial team he is influential in the oversight and governance of the investments and products our advisers use to meet the needs of our clients, as well as supporting Wren Sterling's Compliance team. Read more
      Get in touch
    • Linda Payne

      Linda Payne

      Chief Operating Officer
      Linda is Wren Sterling's Chief Operating Officer and she has been in financial services for over thirty years, with her last ten years spent at Tilney… (formerly Towry) in senior client service roles. Linda specialises in client experience optimisation at a strategic level and she has a background in process design in large scale financial planning and insurance organisations. Linda holds an MBA from Edinburgh Business School and a Lean Six Sigma Black Belt. Read more
      Get in touch
    • Stephen Williams

      Stephen Williams

      Director of HR
      Stephen joined Wren Sterling in November 2016 from Wesleyan Assurance Society. With 18 years of experience in a wide range of roles spanning Learning… & Development, Diversity & Senior HR Generalist roles across both the Public and Private sector, Stephen brings a wealth of experience in Organisational Change, TUPE, Talent Development & Performance Management, underpinned by Employment Law expertise to Wren Sterling. Stephen is also leading on the design and implementation of Wren Sterling’s People Strategy. Read more
      Get in touch
    • Philip Bailey

      Philip Bailey

      Independent Financial Adviser
      During his 30 years of financial services experience, Philip has worked for high street banks, asset management companies and accounting practices,… and has a deep appreciation of the value of holistic financial planning. This means each client is viewed as an individual, and Philip is able to recommend components for financial plans drawn from the whole of the market. Philip is driven to improve the lives of his clients with honest, clear financial advice. He is ably supported in his work by Wren Sterling’s highly qualified teams of paraplanners and administrators. You can get in touch with Philip at our offices in Grantham. Our network of advisers across the UK means that if you’re looking for local financial advice, we can help. We specialise in all areas of financial planning for both corporate and individual clients all over the UK. Read more
      Get in touch
    • David Simons

      David Simons

      Independent Financial Adviser
      David has been providing financial advice to clients since 1999 and specialises in investments, inflation, pre and post retirement planning,… protection and tax planning requirements. David provides personalised, face-to-face advice and takes time to ensure that clients fully understand their options, the advice being provided and how this meets their requirements. He continues to work with clients throughout their lives and through regular reviews, ensures plans remain relevant and structured around their financial goals. You can get in touch with David at our offices in Grantham. Our network of advisers across the UK means that if you’re looking for local financial advice, we can help. We specialise in all areas of financial planning for both corporate and individual clients all over the UK. Read more
      Get in touch
    • John McNulty

      John McNulty

      Independent Financial Adviser
      John has worked in the financial services industry since 1992, qualifying as a Financial Adviser in 1995. He offers advice to clients on a wide range… of topics, including pension planning both pre and post retirement, inflation and lump sum investments and protection including inheritance tax planning. As well as looking after his own clients, John also works with many professionals including general insurance brokers, accountants and solicitors, which helps their clients to achieve their financial goals too. Read more
      Get in touch
    • Bramwell Towse

      Bramwell Towse

      Director, Corporate Solutions
      Bramwell has 40 years of financial services experience with the past 37 years in employee benefits. Areas of advice include group pensions (both… Defined Benefit and Defined Contribution),auto enrolment, group risk benefits (death in service, income protection etc.) as well as flexible benefits and total reward statements. Bramwell has experience of dealing with companies who have undertaken acquisitions, or have been the subject of  Mergers and Acquisitions activity themselves and therefore, can help potential purchasers in identifying the types of arrangements in place, and more importantly ensuring they meet legislative requirements, especially around Defined Benefit Schemes and auto enrolment. He can also help in ensuring the new company has the right benefits in place for the right cost, therefore maximising profit for the new owners. Read more
      Get in touch
    • Andy Moss

      Andy Moss

      Finance Director
      Andy joined Wren Sterling as Finance Director in March 2016 and brings with him a wealth of experience across a variety of sectors obtained within a… number of blue chip organisations. Andy has also worked in a number of private equity backed businesses. He has been a Finance Director for over 20 years and is a Chartered Accountant. His experience also includes a spell as Managing Director of a division of Cable & Wireless plc. Read more
      Get in touch
    • Elaine Batchelor

      Elaine Batchelor

      Risk & Compliance Director
      Elaine has over 25 years of financial services experience, having been successful in Sales Management, T&C and Compliance. Elaine joined the… business in 2013, with a specific brief of T&C design and implementation, and has more latterly combined this role with overseeing file quality and compliance monitoring. Elaine is highly qualified working towards Chartered Status, and has particular expertise in pensions, having acted as a pension transfer specialist for 11 years. Read more
      Get in touch
    • Mark Norris

      Mark Norris

      Chartered Financial Planner
      Get in touch
    • Henry Blunt

      Henry Blunt

      Acquisitions Director
      Henry Blunt is Wren Sterling’s Acquisitions Director. Henry joined Wren Sterling in November 2021 following eight years at Retiring IFA, where he… was Managing Director for the past six years. Henry previously established and developed the Retiring Accountancy brand in the North of England. Henry is skilled in every aspect of mergers and acquisitions activity with a deep understanding of vendor motivation. He has advised acquiring parties on hundreds of deals, focusing on the long-term viability of the deal by prioritising the future treatment of clients and employees. Henry holds a BSc from Newcastle University. Read more
      Get in touch
    • Paul Chafer

      Paul Chafer

      Chief Commercial Officer
      Paul has 35 years’ experience in financial services and prior to joining Wren Sterling in 2008, he held a number of senior positions within banks… and building societies, including Commercial Director at the Stroud and Swindon Building Society. Here he was responsible for the Society’s distribution channels and subsidiary property company. In his role as Chief Commercial Officer for Wren Sterling he is responsible for Wren Sterling’s proposition development, marketing, research function, large corporate relationships including our bank / building society partnerships and Wren Sterling’s desk based financial planning team. Paul also sits on the Wren Sterling Investment Committee and is an Executive Director of MFDM, Wren Sterling Group's discretionary fund management business. Read more
      Get in touch

    • Sebastian Athow-Frost

      Chartered Financial Planner
      Sebastian has worked in financial services for over a decade and is one of the longest-serving members of our Connect team. Sebastian holds the… Pensions Transfer Specialist qualification and he utilises this knowledge and experience to ensure the successful delivery of our pension advice projects. Sebastian works in the Connect team, as part of a group of independent financial advisers, with many years of experience to be called on, supported by Wren Sterling’s paraplanners and administrators. Read more
      Get in touch

    • Cheryl Batchelor

      Independent Financial Adviser
      Cheryl has been a Financial Adviser for 27 years, she has a wealth of knowledge and experience. During her career she has worked for high street… banks, along with wealth management firms. Cheryl prides herself in offering holistic and bespoke financial advice to private clients and business owners, including pensions, investments, inheritance tax planning and protection. Cheryl has focused on building long-lasting relationships as a trusted adviser for her clients and their families, believing financial advice is not a one-off process – and as life evolves, so should financial advice! In her spare time, Cheryl loves spending time with her husband, sons and her dogs. She also enjoys traveling to new places. Read more
      Get in touch

    • Susan Rai-Hutchins

      Independent Financial Adviser
      Susan has worked in the financial services industry since 1989 in a number of roles and organisations from insurance companies to advisory firms. As… many of her clients have complex financial situations, she provides holistic advice to include retirement planning, investment of personal money, tax-efficient investing and inheritance tax planning. This has allowed Susan to retain the clients she has had over the last 21 years as she is there throughout their life journey, from saving and building investment pots to retirement and beyond. You can get in touch with Susan at our offices in Nottingham. Our network of advisers across the UK means that if you’re looking for local financial advice, we can help. We specialise in all areas of financial planning for both corporate and individual clients all over the UK. Read more
      Get in touch

    • Nik Radojcic

      Independent Financial Adviser
      Nik has worked in the financial services industry since starting his career in Financial Services in 2008. He has held a number of roles in various… financial organisations during his career, from national banks to advisory firms, most recently being a Wealth Management Consultant, before joining Wren Sterling. Nik is passionate about helping families fulfil their goals and dreams by maximising opportunities for their finances whilst protecting them and their loved ones. Nik provides holistic advice including retirement planning, tax efficient investing and inheritance tax planning. Read more
      Get in touch

    • Banyamin Yasin

      Independent Financial Adviser
      Banyamin began his career in the financial services industry in 2014 and qualified as an Independent Financial Adviser in 2018. As a Financial Adviser… he provides advice to retail and corporate clients on estate preservation and trust planning, investments, pensions, and protection. He prides himself on delivering the advice to his clients in a clear and concise manner that is tailored to their needs to help fulfil their financial objectives, whilst delivering a high level of service. In his spare time he likes to take long walks, keep fit and play snooker. You can get in touch with Banyamin at our offices in Nottingham. Our network of advisers across the UK means that if you’re looking for local financial advice, we can help. We specialise in all areas of financial planning for both corporate and individual clients all over the UK. Read more
      Get in touch

    • Jasmit Bahia

      Regional Manager, Partnerships
      Jaz Bahia runs Wren Sterling's Partnerships arrangements with our Building Society partners. Prior to working for Wren Sterling he worked at the West… Brom Building Society, giving him invaluable experience for his current role. Read more
      Get in touch

    • Ian Weatherhead

      Independent Financial Adviser
      Ian has worked in the financial services industry since 1996, holding a number of roles in various financial organisations from insurance companies… and national banks to advisory firms, before joining Wren Sterling. Ian discovered his passion for helping customers realise their dreams and aspirations through in-depth holistic financial planning, focusing on what’s important to them and their families allowing them to reach their goals. Ian has been advising his clients for many years on a number of areas including pensions, allowing families to fully utilise the complex pension freedom rules that now exist. He has also been advising his clients on their protection, savings & investments, equity release and estate planning needs. Read more
      Get in touch

    • Steve Smith

      Independent Financial Adviser
      Steve has worked in financial services since 1999, and been part of the Wren Sterling Family since 2009. Steve is a financial planner, taking into… consideration both the needs of his clients and the benefits that his advice may have on other family members. His particular interest is in retirement, investment, inheritance tax and later life planning; helping those who are approaching, or who are in retirement, to plan their futures, maintain their standard of living and pass on their wealth to future generations. Read more
      Get in touch

    • Rita Verma

      Chartered Financial Planner
      Rita has worked in the financial services industry since 2004 advising individuals on complex financial situations, she provides holistic advice to… include retirement planning, tax efficient investing and inheritance tax planning. Rita helps families fulfil their goals and dreams by maximising opportunities for their finances whilst protecting them and their loved ones. Rita is also a Pension Transfer Specialist, authorised to advise on defined benefits transfers. You can get in touch with Rita at our offices in Nottingham. Our network of advisers across the UK means that if you’re looking for local financial advice, we can help. We specialise in all areas of financial planning for both corporate and individual clients all over the UK. Read more
      Get in touch

    • Paul Grew

      Independent Financial Adviser
      With over 25 years working in the financial services industry and over 21 years spent as a financial adviser, Paul has a wealth of knowledge and… experience in the world of financial advice. During his career he has worked for a number of high street banks and building societies prior to joining Wren Sterling in December 2016. Paul now works as part of the Connect team at Wren Sterling looking after the pensions, investments and protection needs of a diverse range of personal clients. In his spare time Paul enjoys spending time with his wife and three children, reading and supporting Aston Villa where he has been a season ticket holder for a number of years. You can get in touch with Paul at our offices in Nottingham. Our network of advisers across the UK means that if you’re looking for local financial advice, we can help. We specialise in all areas of financial planning for both corporate and individual clients all over the UK. Read more
      Get in touch

    • Mike Jacobs

      Independent Financial Adviser
      Mike is a financial planner, taking into consideration both the needs of his clients and the benefits that his advice may have on other family… members. His particular interest is in investments, pension planning and inheritance tax mitigation. Helping those who are approaching, or who are in retirement, to plan their futures, maintain their standard of living and pass on their wealth to future generations. Mike enjoys eating out, going to the cinema and travelling to the States. Read more
      Get in touch

    • Michael Spencer

      Independent Financial Adviser
      Mike has worked in financial services for over 30 years and has been with Wren Sterling since its inception. He works closely with his clients to… understand their current position and future destination and helps them plan their financial route whilst taking into consideration their hopes and needs and maintains a close ongoing relationship to keep them on track. He has a diploma in financial planning and advises across retirement planning, estate planning, investments and protection. Read more
      Get in touch

    • Mandip Sidhu

      Independent Financial Adviser
      Mandip has worked in the financial services industry since 1988 in a number of roles and organisations from banks and building society’s to advisory… firms. He has been advising clients for the last 22 years for the West Brom. As many clients have complex financial situations, he provides holistic advice to include retirement planning, investment of personal money, tax-efficient investing and inheritance tax planning. Mandip has built lasting relationships with his clients, to support them throughout their life’s journey, from saving and building investment pots to retirement and beyond. In his spare time he is also a keen football player and played hockey at county level. Read more
      Get in touch

    • Colin Brisco

      Independent Financial Adviser
      Colin has worked in the financial services industry for over 30 years in a number of roles and organisations from insurance companies to advisory… firms. He provides ongoing financial advice to clients on a wide range of financial planning matters with a focus on retirement planning, wealth creation/preservation through tax-efficiency, risk management and investment growth. Read more
      Get in touch

    • Barrie Storm

      Independent Financial Adviser
      Barrie focuses on his clients' personal goals and aspirations. He prides himself on being able to explain complex financial concepts in easy to… understand ways. This has allowed Barrie to retain the clients he has had over many years as he is there throughout their life journey, from saving and building investment pots to retirement and beyond. Barrie achieved the required diploma status in 2012 and has advanced qualifications in taxation, trusts, Pension Transfers and is deemed a Pension Transfer Specialist by the industry. Barrie is working towards achieving chartered status. He also has a keen interest in estate planning and wealth succession. He can offer advice in all areas of financial planning and investments. Read more
      Get in touch

    • Ted Towers

      Independent Financial Adviser
      Ted has been providing financial advice to a range of clients for over 28 years. Throughout his career, Ted has worked for several companies within… the financial services sector, including well-known banks and building societies. Ted assists clients at all stages of their financial journey. He has experience in developing long term financial planning for younger clients looking for advice on savings, investment and pension planning, along with those who might be looking for advice around taking retirement benefits and wealth preservation. “I work with my clients to offer solutions to meet their needs and objectives. It’s important to allow clients to understand their options, as the decisions they make impact themselves and their families. Our commitment extends to reviewing their circumstances on an ongoing basis, ensuring products maintain suitability and continue to match client need should circumstances change.” Read more
      Get in touch

    • Gareth Hope

      Head of Research
      Gareth is Wren Sterling's Head of Research and a Chartered Financial Planner. Gareth is a member of Wren Sterling's Investment Committee and as a… member of Wren Sterling's Commercial team he is influential in the oversight and governance of the investments and products our advisers use to meet the needs of our clients, as well as supporting Wren Sterling's Compliance team. Read more
      Get in touch

    • Linda Payne

      Chief Operating Officer
      Linda is Wren Sterling's Chief Operating Officer and she has been in financial services for over thirty years, with her last ten years spent at Tilney… (formerly Towry) in senior client service roles. Linda specialises in client experience optimisation at a strategic level and she has a background in process design in large scale financial planning and insurance organisations. Linda holds an MBA from Edinburgh Business School and a Lean Six Sigma Black Belt. Read more
      Get in touch

    • Stephen Williams

      Director of HR
      Stephen joined Wren Sterling in November 2016 from Wesleyan Assurance Society. With 18 years of experience in a wide range of roles spanning Learning… & Development, Diversity & Senior HR Generalist roles across both the Public and Private sector, Stephen brings a wealth of experience in Organisational Change, TUPE, Talent Development & Performance Management, underpinned by Employment Law expertise to Wren Sterling. Stephen is also leading on the design and implementation of Wren Sterling’s People Strategy. Read more
      Get in touch

    • Philip Bailey

      Independent Financial Adviser
      During his 30 years of financial services experience, Philip has worked for high street banks, asset management companies and accounting practices,… and has a deep appreciation of the value of holistic financial planning. This means each client is viewed as an individual, and Philip is able to recommend components for financial plans drawn from the whole of the market. Philip is driven to improve the lives of his clients with honest, clear financial advice. He is ably supported in his work by Wren Sterling’s highly qualified teams of paraplanners and administrators. You can get in touch with Philip at our offices in Grantham. Our network of advisers across the UK means that if you’re looking for local financial advice, we can help. We specialise in all areas of financial planning for both corporate and individual clients all over the UK. Read more
      Get in touch

    • David Simons

      Independent Financial Adviser
      David has been providing financial advice to clients since 1999 and specialises in investments, inflation, pre and post retirement planning,… protection and tax planning requirements. David provides personalised, face-to-face advice and takes time to ensure that clients fully understand their options, the advice being provided and how this meets their requirements. He continues to work with clients throughout their lives and through regular reviews, ensures plans remain relevant and structured around their financial goals. You can get in touch with David at our offices in Grantham. Our network of advisers across the UK means that if you’re looking for local financial advice, we can help. We specialise in all areas of financial planning for both corporate and individual clients all over the UK. Read more
      Get in touch

    • John McNulty

      Independent Financial Adviser
      John has worked in the financial services industry since 1992, qualifying as a Financial Adviser in 1995. He offers advice to clients on a wide range… of topics, including pension planning both pre and post retirement, inflation and lump sum investments and protection including inheritance tax planning. As well as looking after his own clients, John also works with many professionals including general insurance brokers, accountants and solicitors, which helps their clients to achieve their financial goals too. Read more
      Get in touch

    • Bramwell Towse

      Director, Corporate Solutions
      Bramwell has 40 years of financial services experience with the past 37 years in employee benefits. Areas of advice include group pensions (both… Defined Benefit and Defined Contribution),auto enrolment, group risk benefits (death in service, income protection etc.) as well as flexible benefits and total reward statements. Bramwell has experience of dealing with companies who have undertaken acquisitions, or have been the subject of  Mergers and Acquisitions activity themselves and therefore, can help potential purchasers in identifying the types of arrangements in place, and more importantly ensuring they meet legislative requirements, especially around Defined Benefit Schemes and auto enrolment. He can also help in ensuring the new company has the right benefits in place for the right cost, therefore maximising profit for the new owners. Read more
      Get in touch

    • Andy Moss

      Finance Director
      Andy joined Wren Sterling as Finance Director in March 2016 and brings with him a wealth of experience across a variety of sectors obtained within a… number of blue chip organisations. Andy has also worked in a number of private equity backed businesses. He has been a Finance Director for over 20 years and is a Chartered Accountant. His experience also includes a spell as Managing Director of a division of Cable & Wireless plc. Read more
      Get in touch

    • Elaine Batchelor

      Risk & Compliance Director
      Elaine has over 25 years of financial services experience, having been successful in Sales Management, T&C and Compliance. Elaine joined the… business in 2013, with a specific brief of T&C design and implementation, and has more latterly combined this role with overseeing file quality and compliance monitoring. Elaine is highly qualified working towards Chartered Status, and has particular expertise in pensions, having acted as a pension transfer specialist for 11 years. Read more
      Get in touch

    • Mark Norris

      Chartered Financial Planner
      Get in touch

    • Henry Blunt

      Acquisitions Director
      Henry Blunt is Wren Sterling’s Acquisitions Director. Henry joined Wren Sterling in November 2021 following eight years at Retiring IFA, where he… was Managing Director for the past six years. Henry previously established and developed the Retiring Accountancy brand in the North of England. Henry is skilled in every aspect of mergers and acquisitions activity with a deep understanding of vendor motivation. He has advised acquiring parties on hundreds of deals, focusing on the long-term viability of the deal by prioritising the future treatment of clients and employees. Henry holds a BSc from Newcastle University. Read more
      Get in touch

    • Paul Chafer

      Chief Commercial Officer
      Paul has 35 years’ experience in financial services and prior to joining Wren Sterling in 2008, he held a number of senior positions within banks… and building societies, including Commercial Director at the Stroud and Swindon Building Society. Here he was responsible for the Society’s distribution channels and subsidiary property company. In his role as Chief Commercial Officer for Wren Sterling he is responsible for Wren Sterling’s proposition development, marketing, research function, large corporate relationships including our bank / building society partnerships and Wren Sterling’s desk based financial planning team. Paul also sits on the Wren Sterling Investment Committee and is an Executive Director of MFDM, Wren Sterling Group's discretionary fund management business. Read more
      Get in touch
    ;