Our Team

James is Chairman and Chief Executive Officer of Wren Sterling. He joined the business in February 2022, having previously been CEO of the… Read more

Rory is Chief Market Strategist at Wren Sterling, providing market insight, economic commentary and investment education to advisers and clients. … Read more

Clemmie is a former asset management group CEO. From 2017 to 2021 she led, grew, internationalised and digitised Ruffer, the pre-eminent investment… Read more

Richard has been advising clients since 2001 and enjoys a relaxed and conversational approach with clients. Read more

Jeanette Evans joined Wren Sterling in an acquisition in 2025. In her capacity as Financial Adviser, Jeanette offers guidance to her clients, spanning… Read more

Stephen founded Evans Hart Ltd as an Independent Financial Adviser in 1987, which was acquired by Wren Sterling in 2025. Read more

Matt is a proponent of lifetime cashflow planning, believing this to be the most powerful tool available to advisers in helping clients achieve their… Read more

Judith strives to deliver the best advice possible and makes sure to ascertain all her client's unique needs and objectives whether this be pre- or… Read more

Charles joined the Financial Planning profession following service with the Royal Navy. … Read more

Matt always takes the time to get to know his clients and works with them in using financial planning to help achieve their lifetime goals. Read more

Nick focusses on helping clients and their families grow their wealth and protecting their legacies for future generations. Read more

Paul has worked in the employee benefit industry for over 25 years, 15 of which have been spent advising companies on their employee benefit strategy.… Read more

Tim joined Wren Sterling in 2013, and has been advising many of his clients for over 20 years. … Read more

Nick has been in charge of Wren Sterling's marketing since 2016. He is a Chartered Institute of Marketing-qualified marketer with experience in… Read more

Nadia has over 15 years of experience in the financial services industry. Throughout her career, she has worked with a broad range of clients, helping… Read more

Phil is a Chartered Financial Planner, a Fellow of the Personal Finance Society and an Occupational Pension Transfer Specialist. … Read more

Sarah has worked in the financial services industry for over 25 years. She joined Wren Sterling in 2016 having worked as an independent financial… Read more

Bryan 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

Rod joined Wren Sterling from Rothesay Independent Financial Services. Rod has more time now to concentrate on talking to clients and recommending… Read more