Our Team
Meet our leadership team and our financial planners
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Andrew Simpson
Independent Financial AdviserAndrew has been working in financial services for over 30 years, in both holistic personal and corporate roles. … Read more -
Barrie Storm
Independent Financial AdviserBarrie focuses on his clients' personal goals and aspirations. He prides himself on being able to explain complex financial concepts in easy to… Read more -
Bryan Stott
Corporate ConsultantBryan has worked in the employee benefit industry for over 20 years and before that he ran his own IFA practice. Bryan has been heavily involved in… Read more -
Caroline Schofield
Regional Manager, NorthCaroline (Cal) manages advisers in our team of financial planners in the North of England. She has over twenty years of experience in senior… Read more -
David Simons
Independent Financial AdviserDavid has been providing financial advice to clients since 1999 and specialises in investments, inflation, pre and post retirement planning,… Read more -
David Stokes
Chartered Financial PlannerDavid specialises in helping his clients make efficient use of their wealth. David’s clients often reach out during times of transition in their… Read more -
Gordon Smith
Independent Financial AdviserGordon boasts almost 29 years financial services experience. In his time in the industry he has worked for large product providers and several advice… Read more -
Jason Strain
Chartered Financial PlannerJason became Wren Sterling’s Regional Director (Midlands) following the acquisition of HB&O Financial Services in early 2023. Over a decade… Read more -
Keith Stockdale
Chartered Wealth Manager & Financial PlannerKeith Stockdale is the co-founder of the Stockdale Group & joint Director of Stockdale Asset Management & Stockdale Accountants Ltd. and sole… Read more -
Michael Spencer
Independent Financial AdviserMike has worked in financial services for over 30 years and has been with Wren Sterling since its inception. He works closely with his clients to… Read more -
Steve Smith
Independent Financial AdviserSteve has worked in financial services since 1999, and been part of the Wren Sterling Family since 2009. … Read more -
Tim Seegar
Independent Financial AdviserTim joined Wren Sterling in 2013, and has been advising many of his clients for over 20 years. … Read more