Client Login
Our Team
Meet our leadership team and our financial planners
-
Charles Robertson
ConsultantCharles joined the Financial Planning profession following service with the Royal Navy. … Read more -
Craig Ross
Financial PlannerCraig started off as a mortgage and protection adviser. Since then Craig has furthered his education and gained his diploma and offers holistic advice… Read more -
Jeff Ralston
Regional DirectorJeff has been working in financial services for over 25 years, in both holistic personal and corporate roles. Joining Wren Sterling in 2023 as a… Read more -
Jon Rhind
Financial Planner -
Lisa Ramsey
Chartered Financial AdviserLisa has worked in financial services since 2012. She started her career at Brunsdon Financial, before moving to London and working as a paraplanner… Read more -
Nik Radojcic
Independent Financial AdviserNik has worked in the financial services industry since starting his career in Financial Services in 2008. … Read more -
Susan Rai-Hutchins
Independent Financial AdviserSusan has worked in the financial services industry since 1989 in a number of roles and organisations from insurance companies to advisory firms. … Read more -
Terry Ratcliffe
Independent Financial AdviserTerry has spent the last 7 years working in the financial services industry and has built a wealth of knowledge and experience. He started at a Wealth… Read more
-
Lisa Ramsey
Chartered Financial AdviserLisa has worked in financial services since 2012. She started her career at Brunsdon Financial, before moving to London and working as a paraplanner…Read more -
Jon Rhind
Financial Planner -
Charles Robertson
ConsultantCharles joined the Financial Planning profession following service with the Royal Navy. …Read more -
Terry Ratcliffe
Independent Financial AdviserTerry has spent the last 7 years working in the financial services industry and has built a wealth of knowledge and experience. He started at a Wealth…Read more -
Nik Radojcic
Independent Financial AdviserNik has worked in the financial services industry since starting his career in Financial Services in 2008. …Read more -
Susan Rai-Hutchins
Independent Financial AdviserSusan has worked in the financial services industry since 1989 in a number of roles and organisations from insurance companies to advisory firms. …Read more -
Jeff Ralston
Regional DirectorJeff has been working in financial services for over 25 years, in both holistic personal and corporate roles. Joining Wren Sterling in 2023 as a…Read more -
Craig Ross
Financial PlannerCraig started off as a mortgage and protection adviser. Since then Craig has furthered his education and gained his diploma and offers holistic advice…Read more