Client Login
Our Team
Meet our leadership team and our financial planners
-
Caroline Schofield
Regional Manager, NorthCaroline (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 -
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 -
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 -
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 -
Phil Jenkins
Chartered Financial PlannerPhil has been actively been advising both private and corporate clients since 1999 on all aspects of financial planning. … Read more -
Ian Brookes
Independent Financial AdviserIan has worked in financial services for nearly 20 years. He started his career supporting financial advisers, becoming qualified himself, and… 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 -
Nik Radojcic
Independent Financial AdviserNik has worked in the financial services industry since starting his career in Financial Services in 2008. … Read more
-
Person With No Email
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut laboreRead more -
Redirected Person
-
Andy Moss
Finance DirectorAndy joined Wren Sterling as Finance Director in March 2016 and brings with him a wealth of experience across a variety of sectors obtained within a…Read more -
Ian Darby
Executive ChairmanIan is the Executive Chairman of Wren Sterling, the Wren Sterling Group and MFDM, Wren Sterling Group's discretionary fund management business. He is…Read more -
James Twining
Chief Executive OfficerJames is Chief Executive Officer of Wren Sterling, the Wren Sterling Group and MFDM. He joined the business in February 2022, having previously been…Read more -
Paul Chafer
Chief Commercial OfficerPaul has 35 years’ experience in financial services and prior to joining Wren Sterling in 2008, he held a number of senior positions within banks…Read more -
Linda Payne
Chief Operating OfficerLinda is Wren Sterling's Chief Operating Officer and she has been in financial services for over thirty years, with her last ten years spent at Tilney…Read more -
Austin Hutchinson
Financial Planning DirectorAustin Hutchinson is Wren Sterling’s Financial Planning Director. Austin joined Wren Sterling as a result of the Mutual Financial Management…Read more -
Elaine Batchelor
Risk & Compliance DirectorElaine has over 25 years of financial services experience, having been successful in Sales Management, T&C and Compliance. Elaine joined the…Read more -
Henry Blunt
Acquisitions DirectorHenry Blunt is Wren Sterling’s Acquisitions Director. Henry joined Wren Sterling in November 2021 following eight years at Retiring IFA, where he…Read more -
Rory McPherson
Chief Investment OfficerRory is CIO of MFDM, Wren Sterling Group's discretionary fund management business and a member of Wren Sterling's Executive team. He joined the…Read more -
Stephen Williams
Director of HRStephen joined Wren Sterling in November 2016 from Wesleyan Assurance Society. …Read more -
Clemmie Vaughan
Non-Executive DirectorClemmie is a former asset management group CEO. From 2017 to 2021 she led, grew, internationalised and digitised Ruffer, the pre-eminent investment…Read more -
Ian Halley
Non-Executive DirectorIan joined Wren Sterling from Aviva in November 2016 and was Chief Executive Officer for five and a half years, leading Wren Sterling through its…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 -
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 -
Paul Mitchell
Director, Corporate SolutionsPaul has worked in the employee benefit industry for over 25 years, 15 of which have been spent advising companies on their employee benefit strategy.…Read more -
Tim Seegar
Independent Financial AdviserTim joined Wren Sterling in 2013, and has been advising many of his clients for over 20 years. …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 -
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 -
Nick Moules
Head of MarketingNick has been in charge of Wren Sterling's marketing since 2016. He is a Chartered Institute of Marketing-qualified marketer with experience in…Read more -
Gareth Hope
Head of ResearchGareth is Wren Sterling's Head of Research and a Chartered Financial Planner. Gareth is a member of Wren Sterling's Investment Committee and as a…Read more -
Nick Foster
Regional Manager, SouthNick has had over 30 years’ experience in leading high performance teams in the financial services sector. He has predominantly worked in the wealth…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 -
Jasmit Bahia
Regional Manager, PartnershipsJaz 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 -
Henk Van De Beek
Independent Financial AdviserHenk 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 -
Giles Moore
Independent Financial AdviserGiles has worked within financial services for the last 25 years, working for both insurance companies and advisory firms. …Read more -
Caroline Schofield
Regional Manager, NorthCaroline (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 -
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 -
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 -
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 -
Phil Jenkins
Chartered Financial PlannerPhil has been actively been advising both private and corporate clients since 1999 on all aspects of financial planning. …Read more -
Ian Brookes
Independent Financial AdviserIan has worked in financial services for nearly 20 years. He started his career supporting financial advisers, becoming qualified himself, and…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 -
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 -
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 -
Marie Lowry
Head of Connect -
Steve Smith
Independent Financial AdviserSteve has worked in financial services since 1999, and been part of the Wren Sterling Family since 2009. …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 -
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 -
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 -
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 -
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 -
Mandip Sidhu
Independent Financial AdviserMandip 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 -
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 -
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 -
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 -
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 -
Matthew Bell
Independent Financial AdviserMatthew 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 -
Cheryl Batchelor
Independent Financial AdviserCheryl 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 -
Sarah Herd
Director of Employee Benefits and EngagementSarah has worked in the financial services industry for over 25 years. She joined Wren Sterling in 2016 having worked as an independent financial…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 -
Bryan Stott
Corporate ConsultantBryan 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 -
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 Connect team. Sebastian holds the…Read more -
Banyamin Yasin
Independent Financial AdviserBanyamin began his career in the financial services industry in 2014 and qualified as an Independent Financial Adviser in 2018. …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 -
Allen Ward
Independent Financial AdviserAllen has been in financial services for 13 years, spending his career with a major fund manager and retail banks before joining Wren Sterling. …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 -
Ross Woodhouse
Independent Financial Adviser -
Andy Hagan
Regional Director -
Kabir Hussain
Independent Financial Adviser -
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 has worked in Financial Services for almost 10 years joining Mutual Financial Management in 2014, who were acquired by Wren Sterling in 2022. …Read more -
Natalie Hopkinson
Independent Financial Adviser -
Steve Bingham
Regional DirectorSteve 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 -
Michael Rigg
Independent Financial AdviserMichael joined Wren Sterling in 2015, and has worked as an independent financial adviser for over 30 years. He advises his clients on pensions,…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 -
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 -
Ian Chetwynd
Mortgage Services AdviserAs a mortgage & protection specialist, Ian’s role is to take the stress out of finding a mortgage by doing the hard work for you. …Read more -
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 -
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 -
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 -
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 -
Roger Dickenson
Corporate ConsultantRoger has over 25 years’ experience providing advice to SME clients on employee benefits provision. This includes the review and communication of…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 -
Mark Torrado
Independent 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 -
Kalab Hussain
Independent Financial AdviserKalab holds advanced investment qualifications from the Chartered Institute of Securities and takes a lot of satisfaction from clients' goals being…Read more -
Ian Miller
Independent Financial AdviserWith over 40 years in the financial services industry, Ian has a wealth of knowledge and experience. He has worked in various firms, including 7 years…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 -
Fergus Hinchcliffe
Independent Financial AdviserFergus has over 30 years experience in the financial services industry including time with national accountancy practices. Before joining Wren…Read more -
Greg Allan
Independent Financial AdviserGreg has been providing financial advice services for over 18 years, and has helped many private clients achieve their lifestyle goals. He always…Read more -
Derek Dunbar
Regional Manager, ScotlandDerek joined Wren Sterling in 2016 as part of the firm's growth strategy in Scotland. Derek is highly experienced in regulated management roles and…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 -
Colin Brown
Independent Financial AdviserColin joined Wren Sterling in 2023 as part of the acquisition of Active Wealth Management which he co-owned for 17 years. …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 -
Gareth Edwards
Regional Director -
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 -
Alistair McNeil
Independent Financial AdviserAlistair joined Wren Sterling in August 2019 and brings with him a wealth of knowledge and experience. …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 Greene
Independent Financial AdviserJohn has been in financial Services for over 14 years as a financial adviser, offering advice for retirement planning, wealth management, trusts,…Read more -
David Duncan
Independent Financial AdviserWith over 10 years in financial services, David has a wealth of knowledge and experience in the world of financial advice. …Read more -
Bramwell Towse
Director, Corporate SolutionsBramwell has 33 years of financial services experience with the past 30 years in employee benefits. Areas of advice include group pensions (both…Read more -
Rod Hamilton
Independent Financial Adviser -
Philip Bailey
Independent Financial AdviserDuring his 30 years of financial services experience, Philip has worked for high street banks, asset management companies and accounting practices,…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 -
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 -
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