Our Team
Meet our leadership team and our financial planners
Chartered Financial Planner
- Certified Financial Planner
- Chartered Financial Planner
- Chartered Wealth Manager
- Corporate Consultant
- Financial Planner
- Financial Planning Support Manager
- Head of Marketing
- Head of Research
- Investment Manager
- Leadership Team
- Managing Director
- Marketing Director
- Mortgage & Protection Adviser
- Mortgage Services Adviser
- Paraplanner
- Pension Increase Exchange Adviser
- Regional Director
- Regional Manager
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Sean Craig
Chartered Financial PlannerSean begun his career in Financial Services back in 1986 with TSB. He has recently become a Fellow of the Chartered Institute of Insurance in… Read more
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Jason McGuigan
Regional Director, Oxford & Chartered Financial PlannerJason has been a financial planner since 1988 and over this time, he has gained the globally recognised Certified Financial Planner designation and…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 -
Andrew Mence
Chartered Financial PlannerAndrew has spent over 17 years accumulating considerable experience providing financial advice, helping individuals create wealth, retire and pass it…Read more -
Nicolas Chaitow
Chartered Financial PlannerNick is a Chartered Fellow of the Personal Finance Society, Chartered Member of the Securities Institute and an occupational pension transfer…Read more -
Daniel Payne
Chartered Financial PlannerDan is a Chartered Financial Planner and has been a financial adviser for almost 25 years before joining Wren Sterling in October 2025.Read more -
Tim Hawkins
Chartered Financial PlannerTim has been a financial adviser for over 25 years. He became an associate of the Chartered Insurance Institute (ACII) early in his career and is now…Read more -
Phil Jenkins
Chartered Financial PlannerPhil is a Chartered Financial Planner, a Fellow of the Personal Finance Society and an Occupational Pension Transfer Specialist. …Read more -
Andrew Binns
Chartered Financial AdviserAndrew has worked in the Financial Services Industry for almost 20 years which has seen him working in various segments of the industry including four…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 -
Sebastian Athow-Frost
Chartered Financial PlannerSebastian has worked in financial services for over a decade and is one of the longest-serving members of our Central Advice team. Sebastian holds the…Read more -
Robert Hudson
Chartered Financial PlannerRobert has been with Wren Sterling since 2009. He is responsible for providing ongoing planning advice to a broad range of clients from company…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 -
Bradley Parry
Chartered Financial PlannerBradley has over 11 years experience in the financial services industry, and has worked from all sizes of organisation, from high street banks to a…Read more -
Thomas Dawe
Chartered Financial PlannerThomas is a Chartered Financial Planner and advises on most areas of financial planning, with a particular focus on pensions, investments and…Read more -
Anthony Baynham
Chartered Financial PlannerAnthony works with his clients to ensure they have an effective plan for their future, specialising in business and family protection, investments,…Read more -
Mark Newton
Chartered Financial PlannerMark is a Chartered Financial Planner and has been in financial services for over 25 years. He is able to provide advice on all aspects of financial…Read more -
Clive Barwell
Head of Later Life AdviceClive has been providing financial planning advice and guidance to private clients since entering the profession in 1971, joining Wren Sterling in…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 -
Tom Driver
Chartered Financial PlannerTom is an experienced Chartered Financial Planner and Fellow of the Personal Finance Society with a strong background in providing retirement…Read more -
Pete Heale
Chartered Financial PlannerPete has worked in financial services for his entire 35-year career. He has advised both personal and business clients for the past 20 years,…Read more -
Chris Devey
Independent Financial AdviserChris has been providing financial advice to both personal and corporate clients for over 20 years and is both a Chartered Financial Planner and a…Read more -
Andrew Murphy
Chartered Financial PlannerAndrew is a Chartered Financial Planner. He has been working in financial services for 25 years and has had a variety of roles in that time and as a…Read more -
Gary Bodle
Chartered Financial PlannerGary has been working in the financial services sector since 1984 and has been working from Tenterden since 1999. Gary’s breadth of knowledge and…Read more -
Jess McGuigan
Chartered Financial PlannerJess is a Chartered Financial Planner based in Oxford and the Cotswolds. She has worked in Financial Service for 11 years. Jess can advise on a wide…Read more -
Sean Craig
Chartered Financial PlannerSean begun his career in Financial Services back in 1986 with TSB. He has recently become a Fellow of the Chartered Institute of Insurance in…Read more