Our Team

Anthony works with his clients to ensure they have an effective plan for their future, specialising in business and family protection, investments,… Read more

Anthony has been working in financial services for nearly 10 years, building up a wealth of knowledge and experience being previously employed with… Read more

Cheryl has been a Financial Adviser for 27 years, she has a wealth of knowledge and experience. During her career she has worked for high street… Read more

Clive has been providing financial planning advice and guidance to private clients since entering the profession in 1971, joining Wren Sterling in… Read more

Colin 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

Colin joined Wren Sterling in 2023 as part of the acquisition of Active Wealth Management which he co-owned for 17 years. … Read more

Elaine has over 25 years of financial services experience, having been successful in Sales Management, T&C and Compliance. Elaine joined the… Read more

Graeme joined financial services in 2018 after leaving the University of Glasgow where he achieved a degree in business management. He obtained… Read more

Henk has worked in the financial services industry for over 20 years, starting his career in the mortgage market before moving to investment and… Read more

Henry Blunt is Wren Sterling’s Acquisitions Director. Henry joined Wren Sterling in November 2021 following eight years at Retiring IFA, where he… Read more

Ian has worked in financial services for nearly 20 years. He started his career supporting financial advisers, becoming qualified himself, and… Read more

Jaz Bahia runs Wren Sterling's Partnerships arrangements with our Building Society partners. Prior to working for Wren Sterling he worked at the West… Read more

Lee 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

Lisa began working in the finance industry in 2017, starting as a mortgage broker before progressing quickly into holistic financial advice, working… Read more

Matthew joined Wren Sterling in March 2021 and has over 25 years’ experience in financial services, the majority of which has been spent working for… Read more

During his 30 years of financial services experience, Philip has worked for high street banks, asset management companies and accounting practices,… Read more

Robert has been advising clients for the last 20 years. As many clients have complex financial situations, he provides holistic advice to include… Read more

Steve has been a financial adviser since 1988 although he graduated with a 2i BSC (hons) from Birmingham University in 1986 in Chemical Engineering.… Read more

Tim 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