Client Login
Our Team
Meet our leadership team and our financial planners
-
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 -
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 -
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 -
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
-
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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