Financial Advisers in Tauton

Find local advice with Wren Sterling's network of Financial Advisers based in Taunton

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

Our nationwide network of Financial Advisers begins from our Taunton office

You can meet your Financial Adviser face to face, by phone or online, building a long-term professional relationship to boost your confidence and ensure a successful financial future. Your Financial Adviser will 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.

Financial Planning services available in Taunton

From investment advice to pension planning, our Independent Financial Advisers in Taunton can help you take control of your finances and plan for a strong financial future.

Get in touch to talk to a local financial adviser. Arrange an initial meeting to see if we can help, with no obligation to proceed.

Meet the Taunton team

  • Robin Keyte CFP

    Robin Keyte CFP

    Chartered Financial Planner
    Robin Keyte was the Director of Keyte Chartered Financial Planners before joining Wren Sterling in 2026.
  • Duncan Shaun CFP

    Duncan Shaun CFP

    Chartered Financial Planner
    Duncan joined Keyte Chartered Financial Planners in 2007, and Wren Sterling as part of their acquisition in 2026.
  • Andrew Haste CFP

    Andrew Haste CFP

    Chartered Financial Planner
    Andrew is FPFS qualified, attained Chartered Financial Planner status in 2024, and became a Certified Financial Planner in 2025.
  • Ryan Mason

    Ryan Mason

    Chartered Financial Planner
    Ryan obtained his DipPFS qualification with first time passes and has achieved Chartered Financial Planner status in 2024.
  • Finbarr O Mahony

    Finbarr O Mahony

    Financial Planner
    Finbarr is a Chartered Member of the CISI and has gained a Diploma in Investment Advice and is working towards becoming a Certified Financial Planner.
  • Emily Jones

    Emily Jones

    Financial Planner
    Emily obtained her DipPFS qualification in 2024, progressing from her Paraplanner role onto providing financial advice on investments and pensions.
  • Ben Smith CFP

    Ben Smith CFP

    Chartered Financial Planner
    Ben joined Wren Sterling in 2026 as part of the acquisition of Keyte Chartered Financial Planners.
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