Wren Sterling Oxford

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Our financial planners in Oxford can support you and your family with your financial planning from pension arrangements to wealth planning and protection to investment management. To make your visit as easy as possible, we recommend parking in our allocated spaces at St Peter and St Paul’s church or the two hour free parking bays nearby.

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

Meet the team

  • Ian Brookes

    Ian Brookes

    Chartered Financial Planner
    Ian has worked in financial services for nearly 20 years. He started his career supporting financial advisers, becoming qualified himself, and working at a variety of firms (including a large discretionary fund manager and boutique IFA practice) before joining Wren Sterling in 2023. Ian offers holistic financial advice to all clients, and can advise on retirement planning, investment planning, insurances, and inheritance tax planning. He is also a pension transfer specialist and a SOLLA-accredited later life adviser. The SOLLA accreditation is viewed as the gold standard when providing later life advice. Many of Ian’s clients have been advised by him for over ten years, building a deep and long lasting relationship as their trusted financial adviser; managing their wealth through life’s different chapters. In his spare time, he enjoys trying new restaurants at the weekend with his fiancée, as well as sports, music and travelling. Read more
  • Paul Poulter

    Paul Poulter

    Financial Planner
    Paul worked in financial services for 30 years as a financial planner with financial advisers, high street banks and wealth management firms. Paul joined Wren Sterling in 2022, supporting his clients as they achieve their future goals and aspirations, protecting them and their family along the way. In his spare time Paul enjoys spending time with his family, supporting his local football team and travelling. Read more
  • Jason McGuigan

    Jason McGuigan

    Regional Director, Oxford & Chartered Financial Planner
    Jason has been a financial planner since 1988 and over this time, he has gained the globally recognised Certified Financial Planner designation and achieved chartered status. For most of his career, he has worked with the accountancy practice Critchleys LLP, in financial advisory, senior management, and partnership roles. He joined Wren Sterling following the acquisition of Critchley’s Financial Planning LLP by Wren Sterling in July 2022. Jason continues to advise and manages a number of long standing client relationships and in his capacity as Regional Director for Wren Sterling Oxford, he works closely with the Wren Sterling senior management team, to help support the business on its growth strategy. Jason has two grown up children and one grandson. His hobbies include ballroom dancing, dog walking and travel. Read more
  • Nicolas Chaitow

    Nicolas Chaitow

    Chartered Financial Planner
    Nick is a Chartered Fellow of the Personal Finance Society, Chartered Member of the Securities Institute and an occupational pension transfer specialist. With over 30 years in the financial services industry, Nick has worked in investments and wealth management before joining Wren Sterling. He focuses on understanding clients’ financial health, wealth and potential risks to design an appropriate holistic plan, including tax efficient investment, inheritance tax, protection and pension solutions to support their individual needs and circumstances for their financial goals and independence. In his spare time Nick likes to spend time with his family, walking his dog, watching rugby and the odd round of golf. Read more
  • Ian Brookes

    Ian Brookes

    Chartered Financial Planner
    Ian has worked in financial services for nearly 20 years. He started his career supporting financial advisers, becoming qualified himself, and working at a variety of firms (including a large discretionary fund manager and boutique IFA practice) before joining Wren Sterling in 2023. Ian offers holistic financial advice to all clients, and can advise on retirement planning, investment planning, insurances, and inheritance tax planning. He is also a pension transfer specialist and a SOLLA-accredited later life adviser. The SOLLA accreditation is viewed as the gold standard when providing later life advice. Many of Ian’s clients have been advised by him for over ten years, building a deep and long lasting relationship as their trusted financial adviser; managing their wealth through life’s different chapters. In his spare time, he enjoys trying new restaurants at the weekend with his fiancée, as well as sports, music and travelling. Read more
  • Paul Poulter

    Paul Poulter

    Financial Planner
    Paul worked in financial services for 30 years as a financial planner with financial advisers, high street banks and wealth management firms. Paul joined Wren Sterling in 2022, supporting his clients as they achieve their future goals and aspirations, protecting them and their family along the way. In his spare time Paul enjoys spending time with his family, supporting his local football team and travelling. Read more
  • Jason McGuigan

    Jason McGuigan

    Regional Director, Oxford & Chartered Financial Planner
    Jason has been a financial planner since 1988 and over this time, he has gained the globally recognised Certified Financial Planner designation and achieved chartered status. For most of his career, he has worked with the accountancy practice Critchleys LLP, in financial advisory, senior management, and partnership roles. He joined Wren Sterling following the acquisition of Critchley’s Financial Planning LLP by Wren Sterling in July 2022. Jason continues to advise and manages a number of long standing client relationships and in his capacity as Regional Director for Wren Sterling Oxford, he works closely with the Wren Sterling senior management team, to help support the business on its growth strategy. Jason has two grown up children and one grandson. His hobbies include ballroom dancing, dog walking and travel. Read more
  • Nicolas Chaitow

    Nicolas Chaitow

    Chartered Financial Planner
    Nick is a Chartered Fellow of the Personal Finance Society, Chartered Member of the Securities Institute and an occupational pension transfer specialist. With over 30 years in the financial services industry, Nick has worked in investments and wealth management before joining Wren Sterling. He focuses on understanding clients’ financial health, wealth and potential risks to design an appropriate holistic plan, including tax efficient investment, inheritance tax, protection and pension solutions to support their individual needs and circumstances for their financial goals and independence. In his spare time Nick likes to spend time with his family, walking his dog, watching rugby and the odd round of golf. Read more
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Get in touch for specialist advice and support call 01865 671 220
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