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    Financial Advice in Oxford

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

    Speak to our Oxford financial advice team

    Our team of Independent Financial Advisers assists clients in Oxford and the surrounding area.

    We are only a short walk away from the Oxford train station. Or if you’d prefer to discuss your financial planning remotely, you can talk with your Oxford Financial Adviser by phone or online.

    Our financial advice services

    Financial Advice in Oxford

    • 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.

      Plan for retirement
    • 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 Oxford 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

    Meet the Oxford 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…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…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…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…Read more
    • Andrew Binns Chartered DipFA

      Andrew Binns Chartered DipFA

      Chartered Financial Adviser
      Andrew has worked in the Financial Services Industry for almost 20 years which has seen him working in various segments of the industry including four…Read more
    • Nadia Khan

      Nadia Khan

      Independent Financial Adviser
      Nadia has over 15 years of experience in the financial services industry. Throughout her career, she has worked with a broad range of clients, helping…Read more
    • Jess McGuigan

      Jess McGuigan

      Chartered Financial Planner
      Jess is a Chartered Financial Planner based in Oxford and the Cotswolds. She has worked in Financial Service for 11 years. Jess can advise on a wide…Read more
    • Kemp Price DipPFS

      Kemp Price DipPFS

      Independent Financial Adviser
      Kemp Price is an experienced Independent Financial Adviser with over seven years in the financial services industry. He brings a deep understanding of…Read more
    • Daniel Payne

      Daniel Payne

      Chartered Financial Planner
      Dan is a Chartered Financial Planner and has been a financial adviser for almost 25 years before joining Wren Sterling in October 2025.
    • Jon Price

      Jon Price

      Financial Planner
      Jon is extremely passionate about helping his clients make informed financial decisions to achieve  life goals.

    What our clients say

    Decoration
    • My adviser and the team explained everything to me, kept me updated and responded to my questions quickly. The transaction was completed in good time for me.

      Philip, 
       5* on feefo

    • My financial adviser was clear and helpful in his meeting with me. Very approachable and always responsive.

      Denise, 
       5* on feefo

    • Nick Chaitow listened to my problem and went through my investments carefully with me. He came back to me with a plan to increase my income, which I very much needed, and which I agreed to. He dealt with my needs in a very professional manner and I am more than satisfied with the result. I would seek his advice again if/when necessary.

      Anonymous, 
       5* on feefo

    Financial Planning FAQ

    • At what age should I consider a Financial Planner?

      At what age should I consider a Financial Planner?

      You don’t need to reach a certain age to benefit from Financial Planning. Many people speak to a Financial Planner when they start building savings, buy a home, change jobs, or begin thinking about retirement. Others reach out after a life event such as marriage, having children, divorce or receiving an inheritance. Whenever you want clarity about your financial future, guidance from a Financial Planner can help you make confident, informed decisions.

    • How much money do I need to benefit from Financial Planning?

      How much money do I need to benefit from Financial Planning?

      You don’t need a set amount of money to benefit from Financial Planning – what matters is having clarity around your goals and the right guidance to support them. The cost of Financial Advice will depend on the work involved and the assets we’re advising on. Fees may be fixed, based on a percentage of your assets, or charged according to the time required. We’ll always explain any costs upfront once we understand your needs, and no work will go ahead until you’re happy to proceed.

    • What can I expect in an initial consultation with a local Financial Adviser?

      What can I expect in an initial consultation with a local Financial Adviser?

      Your first meeting is an opportunity to talk openly about your goals, concerns and financial priorities. Your Financial Adviser will ask questions to understand your circumstances, explain where Financial Planning may help, and outline how the process works. There’s no obligation to proceed, the purpose of the conversation is simply to help you decide whether Financial Advice is right for you and what the next steps might look like.

    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.

    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.