Our Team
Meet our leadership team and our financial planners
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Steve Smith
Independent Financial AdviserSteve has worked in financial services since 1999, and been part of the Wren Sterling Family since 2009. … Read more -
Warren Bentham
Senior Paraplanner & Chartered Financial PlannerWarren is an experienced, senior paraplanner with over 23 years’ experience in financial services. He holds the Advanced Diploma in Financial… Read more -
Robert Blumberger
Independent Financial Adviser and Pension Transfer SpecialistRobert has been advising clients for the last 20 years. As many clients have complex financial situations, he provides holistic advice to include… Read more -
Danielle Bearfield
Independent Financial AdviserDanielle is well experienced across many areas of financial services, including retail banking, mortgages, protection, and wealth management for… Read more -
Oliver Brierley
Pension Increase Exchange AdviserOliver has a passion for customer outcomes and always puts the customer at the heart of everything he does. During his career he has worked inavariety… Read more -
Rita Verma
Chartered Financial PlannerRita has worked in the financial services industry since 2004 advising individuals on complex financial situations, she provides holistic advice to… Read more -
Paul Grew
Independent Financial AdviserWith over 25 years working in the financial services industry and over 21 years spent as a financial adviser, Paul has a wealth of knowledge and… Read more -
Mike Jacobs
Independent Financial AdviserMike is a financial planner, taking into consideration both the needs of his clients and the benefits that his advice may have on other family… Read more -
Adele Crane
Independent Financial AdviserAdele has worked in the financial industry since 2001, joining Wren Sterling in 2017. Adele focuses on building long term relationships with her… 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 -
Ian Weatherhead
Independent Financial AdviserIan has worked in the financial services industry since 1996, holding a number of roles in various financial organisations from insurance companies… Read more -
Paul Poulter
Financial PlannerPaul worked in financial services for 30 years as a financial planner with financial advisers, high street banks and wealth management firms. … Read more