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Our Team
Meet our leadership team and our financial planners
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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 -
John McNulty
Independent Financial AdviserJohn has worked in the financial services industry since 1992, qualifying as a Financial Adviser in 1995. He offers advice to clients on a wide range… Read more -
Rod Hamilton
Independent Financial Adviser -
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 -
Keith Stockdale
Chartered Wealth Manager & Financial PlannerKeith Stockdale was the co-founder of the Stockdale Group & joint Director of Stockdale Asset Management & Stockdale Accountants Ltd. and sole… Read more -
David Kyle
Independent Financial AdviserDavid has 25 years’ experience in Financial Services, and joined the previous incarnation of Wren Sterling’s Belfast team, Ralston Bennett, since… Read more -
Mike Daniels
Independent Financial AdviserMike has nearly 50 years experience as a Financial Planner, and was the Managing Partner of an Oxfordshire based firm before starting his own firm… Read more -
Julie McVeigh
Independent Financial AdviserWith 35 years’ experience in Financial Services, Julie joined 18 years ago from Aegon/Scottish Equitable and has had a few roles throughout the… Read more -
Owen Armstrong
Independent Financial AdviserOwen has nearly 35 years’ experience in Financial services. He has worked for many multinational insurance companies since 1991 and has been in his… 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 -
Ian Black
Independent Financial AdviserIan has worked in the financial services industry for over 20 years, providing independent financial advice for both personal and commercial clients.… 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
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Tim Seegar
Independent Financial AdviserTim joined Wren Sterling in 2013, and has been advising many of his clients for over 20 years. …Read more -
Jackie Smith
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 -
Ghazenefar Ahmed
Independent Financial AdviserGhaz has worked in financial services since 2010, and as a qualified independent financial adviser since 2018. …Read more -
Terry Ratcliffe
Independent Financial AdviserTerry has spent the last 7 years working in the financial services industry and has built a wealth of knowledge and experience. He started at a Wealth…Read more -
Andrew Simpson
Independent Financial AdviserAndrew has been working in financial services for over 30 years, in both holistic personal and corporate roles. …Read more -
Lee Bloomfield
Independent Financial AdviserLee has been a financial adviser for 17 years. He is based at the Wren Sterling Shepperton office in Surrey, currently working towards Chartered…Read more -
Darren Nightingale
Independent Financial AdviserDarren has worked in Financial Services for over 16 years working both as a Independent Financial Adviser and a Mortgage Adviser. In this time he has…Read more -
Ian Brookes
Chartered Financial PlannerIan has worked in financial services for nearly 20 years. He started his career supporting financial advisers, becoming qualified himself, and…Read more -
Nik Radojcic
Independent Financial AdviserNik has worked in the financial services industry since starting his career in Financial Services in 2008. …Read more -
Brian Astridge
Independent Financial AdviserBrian has worked in the financial services sector for almost 30 years. He trained to be an accountant and went on to be an independent financial…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 -
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 -
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 -
Susan Rai-Hutchins
Independent Financial AdviserSusan has worked in the financial services industry since 1989 in a number of roles and organisations from insurance companies to advisory firms. …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 -
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 -
Colin Brisco
Independent Financial AdviserColin has worked in the financial services industry for over 30 years in a number of roles and organisations from insurance companies to advisory…Read more -
Ray Jackson
Independent Financial AdviserRay joined Wren Sterling in March 2021. He has been in financial services since leaving school to join NatWest where he worked in many varied roles…Read more -
Ted Towers
Independent Financial AdviserTed has been providing financial advice to a range of clients for over 28 years. Throughout his career, Ted has worked for several companies within…Read more -
Ross Woodhouse
Independent Financial AdviserProviding advice on pensions, investments, protection and tax planning; Ross provides holistic financial advice and prioritises building relationships…Read more -
Indoo Gordon
Specialist Medical AdviserIndoo has worked in the financial advice industry since 1987. She specialises in advising doctors, both GPs and hospital doctors, on their unique…Read more -
Craig Greenall
Independent Financial AdviserCraig joined the financial services industry back in 1994 as a Financial Consultant with Prudential, becoming an independent financial adviser in 2000…Read more -
Rob Hadfield
Independent Financial Adviser -
Steve McMahon
Independent Financial AdviserSteve transitioned into Financial Advice in 2013, spending nearly 10 years with Mutual Financial Management. In 2022, he joined Wren Sterling…Read more -
Natalie Hopkinson
Independent Financial Adviser -
Graeme Wake
Independent Financial AdviserGraeme has worked in financial services since 1984. He has experience at several national financial planning and wealth management firms, and a global…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 -
Tim Bell
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 -
Anthony Bilan
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 -
Alistair McNeil
Independent Financial AdviserAlistair joined Wren Sterling in August 2019 and brings with him a wealth of knowledge and experience. …Read more -
Tim Dendy
Independent Financial AdviserTim's first career was as a secondary mathematics teacher, where he enjoyed problem solving and helping people break down seemingly difficult concepts…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 -
John McNulty
Independent Financial AdviserJohn has worked in the financial services industry since 1992, qualifying as a Financial Adviser in 1995. He offers advice to clients on a wide range…Read more -
Rod Hamilton
Independent Financial Adviser -
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 -
Keith Stockdale
Chartered Wealth Manager & Financial PlannerKeith Stockdale was the co-founder of the Stockdale Group & joint Director of Stockdale Asset Management & Stockdale Accountants Ltd. and sole…Read more -
David Kyle
Independent Financial AdviserDavid has 25 years’ experience in Financial Services, and joined the previous incarnation of Wren Sterling’s Belfast team, Ralston Bennett, since…Read more -
Mike Daniels
Independent Financial AdviserMike has nearly 50 years experience as a Financial Planner, and was the Managing Partner of an Oxfordshire based firm before starting his own firm…Read more -
Julie McVeigh
Independent Financial AdviserWith 35 years’ experience in Financial Services, Julie joined 18 years ago from Aegon/Scottish Equitable and has had a few roles throughout the…Read more -
Owen Armstrong
Independent Financial AdviserOwen has nearly 35 years’ experience in Financial services. He has worked for many multinational insurance companies since 1991 and has been in his…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 -
Ian Black
Independent Financial AdviserIan has worked in the financial services industry for over 20 years, providing independent financial advice for both personal and commercial clients.…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 -
James Allen
Independent Financial AdviserJames has worked in the financial services industry for over 13 years, amassing a wealth of knowledge and experience. During his career, James started…Read more -
Stuart Maddocks
Independent Financial AdviserStuart has a vast experience built since 1998 and is able to provide advice to clients on a wealth management plan that will suit their needs. His…Read more -
Stephanie Clancy
Independent Financial AdviserWith over 17 years’ experience in the financial services industry, Stephanie works as an Accredited Paraplanner, having qualified with the Chartered…Read more -
Charles Matthews
Independent Financial AdviserCharles has a long list of professional qualifications: He is a Fellow of the Chartered Insurance Institute, a Chartered Financial Planner and a…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 -
Colin Chambers
Independent Financial AdviserColin has been in the industry for some 24 years starting with a major life company based in Southampton, then moving to a local IFA practice in 1997.…Read more -
Ben Giles
Independent Financial AdviserBen started in the Financial Services Industry in 1997. …Read more -
David Young
Independent Financial AdviserDavid graduated from the University of Portsmouth in 2008, with a BA Hons in Business Studies. He holds the current industry benchmark qualifications,…Read more -
Joe Kendall
Independent Financial AdviserWith a keen eye for financial strategy and a dedication to his clients' success, Joe has established himself as a trusted advisor in the finance…Read more -
Sam Sharp
Independent Financial AdviserSam has been in the financial services industry since 1999 and has been a regulated adviser since 2006. …Read more -
Charles Seymour-Cole
Independent Financial AdviserCharles has been an IFA for over 30 years. He is qualified under the current industry benchmark qualifications and the Advanced Financial Planning…Read more -
Melissa Ellis
Independent Financial AdviserMelissa is a Certified Financial Planner and has worked in the financial services industry for over six years. She is dedicated to helping…Read more -
Rod Simpson
Independent Financial AdviserRod has been giving financial advice to clients for the last 30 years. During this period, he has represented some highly reputable organisations…Read more -
Ross Adams
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 -
Ryan Ford
Independent Financial AdviserRyan is a Chartered Financial Adviser with a passion for empowering clients to live their best lives. By providing clear insights into their financial…Read more -
Alastair Pickard
Independent Financial AdviserAlastair started in Financial Services in 2007. Graduating from the University of Glasgow, he began working within the administration team at an…Read more -
Laura Brown
Independent Financial AdviserLaura has worked in the Financial Services Industry for over 30 years, for a Private Bank and a small Independent Financial Services firm. Today Laura…Read more -
Craig Ross
Financial PlannerCraig started off as a mortgage and protection adviser. Since then Craig has furthered his education and gained his diploma and offers holistic advice…Read more -
Robert Adie
Financial PlannerBob is Diploma qualified with over 30 years’ experience in the Financial Services Industry. His business is based on building relationships with…Read more -
Steven Clark
Financial PlannerSteven graduated from The University of Aberdeen with a Degree in Business Management & Finance. Steven is passionate about telling client’s the…Read more -
Kenny MacDonald
Financial PlannerKenny has over 35 years’ experience in financial services. Diploma qualified and a member of the Chartered Insurance Institute, he provides a full…Read more -
Shoina Smith
Financial PlannerShoina has worked in Financial Services since 1999. After taking a career break in 2016, she is delighted to be back in a Financial Planner role.…Read more -
Jackie Cameron
Financial PlannerA university graduate, Jackie began working as a Fund Administrator helping to price Life & Pension funds for an international investment services…Read more -
Andrew Beaton
Financial PlannerAndrew began his career in finance back in 1989 having held various positions with both Nationwide Building Society and Royal Bank of Scotland. He is…Read more -
Kenny Fairbairn
Financial PlannerKenny has been in the financial services industry since 1985, working in the banking sector until 2007, thereafter, commencing his career as a…Read more -
John Moir
Financial PlannerJohn has been in financial services since 1991. He is Diploma qualified and a member of the Chartered Insurance Institute. He provides a full range of…Read more -
Rhianna Watson
Financial PlannerRhianna has worked in the financial services sector since 2014. She diligently worked through her exams and became Diploma qualified in 2021. …Read more -
Dougie Smith
Financial PlannerDougie has over 24 years’ experience in Financial Services. Diploma qualified and member of the Chartered Institute, he provides a full range of…Read more -
Alex Cooper
Financial PlannerAlex is a Business and Spanish university graduate, and is now a fully qualified financial planner after spending over a decade playing professional…Read more -
Eileen Anderson
Financial PlannerEileen previously worked for a Solicitor’s firm. She is Diploma qualified and is a member of the Chartered Insurance Institute with over 27 years’…Read more -
Martin Clark
Financial PlannerMartin graduated from the University of Aberdeen in 2017 with a Masters in Petroleum Engineering. He is fully qualified to offer financial planning…Read more -
John Austin
Senior Financial PlannerJohn’s distinguished financial services experience spans 35 years. Proficient in all areas of investment, pensions, inheritance tax and other wealth…Read more