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    Financial Advice in Surrey

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

    Speak to our Surrey financial advice team

    Our team of Independent Financial Advisers operates in Surrey and the surrounding area. You can find us only a short walk away from the Shepperton train station. Or if you’d prefer to discuss your financial planning remotely, you can talk with your Surrey Financial Adviser by phone or online.

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

    Our services

    Financial Advice in Surrey

    • 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 Surrey 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

    Financial Advice Surrey

    Wren Sterling is a nationwide firm of Independent Financial Advisers supporting clients, including individuals, families and business owners, with their financial future.

    We provide Financial Planning services to clients in Surrey and the surrounding areas, offering tailored advice on investments, pensions, protection, estate planning, business financial planning and mortgage advice. You can choose to meet your local Financial Adviser in person, or speak with them by phone or online.

    Our Surrey Financial Advisers take the time to understand your goals and circumstances, working with you to bring clarity, structure and confidence to your financial decisions. Whether you’re planning for retirement, reviewing your investments or preparing to pass on your wealth, our team is here to support you every step of the way.

    Meet the Surrey team

    • Brian Astridge

      Brian Astridge

      Independent Financial Adviser
      Brian has worked in the financial services sector for almost 30 years. He trained to be an accountant and went on to be an independent financial…Read more
    • Lee Bloomfield

      Lee Bloomfield

      Independent Financial Adviser
      Lee has been a financial adviser for 17 years. He is based at the Wren Sterling Shepperton office in Surrey, currently working towards Chartered…Read more
    • Tim Hawkins

      Tim Hawkins

      Chartered Financial Planner
      Tim has been a financial adviser for over 25 years. He became an associate of the Chartered Insurance Institute (ACII) early in his career and is now…Read more

    Decoration
    • Very helpful and kept me up to date while things were going through.

      Rosemary, 
       5* on feefo

    • Helpful and knowledgeable team able to explain various services and options available for retirement planning

      Gordon, 
       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. 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.