Our Team
Meet our leadership team and our financial planners
Please select
- Aberdeen
- Bodmin
- Broadway (Cotswolds)
- Central Advice team
- Corporate partnerships
- Ellon
- Glasgow
- Gloucester
- Holywood (NI)
- Inverness
- Kent
- Kingston
- Leamington Spa
- Lemon
- Location template
- London
- Mortgage Team
- Newcastle-under-Lyme
- Newtownards (NI)
- Nottingham
- Oxford
- Solent
- Surrey
- Taunton
- Wilmslow
- Workplace team
Head of Growth Marketing
- Central Relationship Adviser
- Certified Financial Planner
- Chartered Financial Planner
- Chartered Wealth Manager
- Chief Investment Strategist
- Consultant
- Corporate Consultant
- Director of Risk & Compliance
- Financial Planner
- Financial Planning Support Manager
- Head of Communications
- Head of Growth Marketing
- Head of Marketing
- Head of Proposition & Commercial
- Head of Research
- Head of Transformation
- Investment Manager
- Leadership Team
- Managing Director
- Marketing Director
- Mortgage & Protection Adviser
- Mortgage Services Adviser
- Paraplanner
- Pension Increase Exchange Adviser
- Regional Director
- Regional Manager
- Sales Support Manager
- Senior Financial Adviser
- Strategic Growth Director
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Julie Serrage
Head of Growth MarketingJulie has more than 20 years' experience in marketing, with the majority of her career spent in wealth management. Prior to joining Wren Sterling as… Read more
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Julie Serrage
Head of Growth MarketingJulie has more than 20 years' experience in marketing, with the majority of her career spent in wealth management. Prior to joining Wren Sterling as…Read more