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Our Team
Meet our leadership team and our financial planners
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Jackie Smith DipPFS
Financial PlannerJackie has enjoyed working as an IFA for 30 years, building long term relationship with clients over decades and advising them through all the stages… Read more -
Mark Torrado
Chartered Financial AdviserMark specialises in holistic financial planning for clients at retirement by taking complex financial needs and making this simple and easy for… Read more -
Graeme Beattie
Independent Financial AdviserGraeme joined financial services in 2018 after leaving the University of Glasgow where he achieved a degree in business management. He obtained… Read more -
Greg Allan
Independent Financial AdviserGreg has been providing financial advice services for over 18 years, and has helped many private clients achieve their lifestyle goals. He always… Read more -
Tim Bell DipPFS
Independent Financial AdviserTim has over 25 years of experience advising private clients in all areas of financial planning, answering their questions like 'is my pension at… Read more -
Derek Dunbar
Regional Manager, ScotlandDerek joined Wren Sterling in 2016 as part of the firm's growth strategy in Scotland. Derek is highly experienced in regulated management roles and… Read more -
Anthony Bilan DipFA
Independent Financial AdviserAnthony has been working in financial services for nearly 10 years, building up a wealth of knowledge and experience being previously employed with… Read more -
Lisa Barnes
Independent Financial AdviserLisa began working in the finance industry in 2017, starting as a mortgage broker before progressing quickly into holistic financial advice, working… Read more -
Alistair McNeil DipFA
Independent Financial AdviserAlistair joined Wren Sterling in August 2019 and brings with him a wealth of knowledge and experience. … Read more -
Grant Irvine
Independent Financial AdviserGrant has worked in financial services since 2010, providing mortgage and protection advice, searching the whole of the market to recommend the best… Read more -
Ross Adams DipFA
Independent Financial AdviserRoss joined WS in late 2024 and has been an IFA for 6 years after moving into advice from managerial roles in the branch network with Nationwide… Read more
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Jackie Smith DipPFS
Financial PlannerJackie has enjoyed working as an IFA for 30 years, building long term relationship with clients over decades and advising them through all the stages…Read more -
Mark Torrado
Chartered Financial AdviserMark specialises in holistic financial planning for clients at retirement by taking complex financial needs and making this simple and easy for…Read more -
Graeme Beattie
Independent Financial AdviserGraeme joined financial services in 2018 after leaving the University of Glasgow where he achieved a degree in business management. He obtained…Read more -
Greg Allan
Independent Financial AdviserGreg has been providing financial advice services for over 18 years, and has helped many private clients achieve their lifestyle goals. He always…Read more -
Tim Bell DipPFS
Independent Financial AdviserTim has over 25 years of experience advising private clients in all areas of financial planning, answering their questions like 'is my pension at…Read more -
Derek Dunbar
Regional Manager, ScotlandDerek joined Wren Sterling in 2016 as part of the firm's growth strategy in Scotland. Derek is highly experienced in regulated management roles and…Read more -
Anthony Bilan DipFA
Independent Financial AdviserAnthony has been working in financial services for nearly 10 years, building up a wealth of knowledge and experience being previously employed with…Read more -
Lisa Barnes
Independent Financial AdviserLisa began working in the finance industry in 2017, starting as a mortgage broker before progressing quickly into holistic financial advice, working…Read more -
Alistair McNeil DipFA
Independent Financial AdviserAlistair joined Wren Sterling in August 2019 and brings with him a wealth of knowledge and experience. …Read more -
Grant Irvine
Independent Financial AdviserGrant has worked in financial services since 2010, providing mortgage and protection advice, searching the whole of the market to recommend the best…Read more -
Ross Adams DipFA
Independent Financial AdviserRoss joined WS in late 2024 and has been an IFA for 6 years after moving into advice from managerial roles in the branch network with Nationwide…Read more