Our Team

Andrew has been working in financial services for over 30 years, in both holistic personal and corporate roles. … Read more

Barrie focuses on his clients' personal goals and aspirations. He prides himself on being able to explain complex financial concepts in easy to… Read more

Bryan has worked in the employee benefit industry for over 20 years and before that he ran his own IFA practice. Bryan has been heavily involved in… Read more

Caroline (Cal) manages advisers in our team of financial planners in the North of England. She has over twenty years of experience in senior… Read more

David has been providing financial advice to clients since 1999 and specialises in investments, inflation, pre and post retirement planning,… Read more

David 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

Jason became Wren Sterling’s Regional Director (Midlands) following the acquisition of HB&O Financial Services in early 2023. Over a decade… Read more

Mandip has worked in the financial services industry since 1988 in a number of roles and organisations from banks and building society’s to advisory… Read more

Mike 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

Steve has worked in financial services since 1999, and been part of the Wren Sterling Family since 2009. … Read more

Tim joined Wren Sterling in 2013, and has been advising many of his clients for over 20 years. … Read more