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    Financial Advice in Solent

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

    Our Solent office

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

    Our services

    Financial Advice in Solent

    • 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 Solent 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

    Speak to our Solent financial advice team

    Our Solent office is the former office of In Focus Asset Management & Tax Solutions Ltd, which was acquired by Wren Sterling in 2024 and is within easy reach of the Fareham train 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 advisors close to Fareham, Portsmouth and Southampton, 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.

    Meet the Solent team

    • Nick Stewart

      Nick Stewart

      Managing Director
      After an early career in Building Society Management, Nick became an Independent Financial Adviser in the late 1980's and holds the current industry…Read more
    • Ben Giles

      Ben Giles

      Independent Financial Adviser
      Ben started in the Financial Services Industry in 1997. Ben enjoys providing high-quality, independent advice to clients, helping them to make sense…Read more
    • David Young

      David Young

      Independent Financial Adviser
      David graduated from the University of Portsmouth in 2008, with a BA Hons in Business Studies. He holds the current industry benchmark qualifications,…Read more
    • Charles Seymour-Cole

      Charles Seymour-Cole

      Independent Financial Adviser
      Charles has been an IFA for over 30 years. He is qualified under the current industry benchmark qualifications and the Advanced Financial Planning…Read more
    • Sam Sharp

      Sam Sharp

      Independent Financial Adviser
      Sam has been in the financial services industry since 1999 and has been a regulated adviser since 2006. Sam had several roles with HSBC before moving…Read more
    • Rod Simpson

      Rod Simpson

      Independent Financial Adviser
      Rod has been giving financial advice to clients for the last 30 years. During this period, he has represented some highly reputable organisations…Read more
    • Karandev Digpal

      Karandev Digpal

      Independent Financial Adviser
      With seven years of experience navigating complex financial matters, Karandev offers clear, tailored advice to help individuals and families make…Read more

    What our clients say

    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. 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.