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    Financial Advisors in Bodmin

    Find local advice with Wren Sterling's network of financial advisors based in Bodmin

    Contact us to arrange an initial meeting to see if we can help, with no obligation to proceed.

    Speak to our Bodmin financial advice team

    Our team of independent financial advisors assists clients in Bodmin and the surrounding area. Or if you’d prefer to discuss your financial planning remotely, you can talk with your Bodmin financial advisor by phone or online.

    Contact us to arrange an initial meeting to see if we can help, with no obligation to proceed.

    Financial Planning services available in Bodmin

    From investment advice to pension planning, our advisors in Bodmin can help you take control of your finances and plan for a strong financial future.

    Meet the Bodmin team

    • Keith Stockdale

      Keith Stockdale

      Chartered Wealth Manager & Financial Planner
      Keith Stockdale is the co-founder of the Stockdale Group & joint Director of Stockdale Asset Management & Stockdale Accountants Ltd. and sole…Read more
    • Joe Kendall​​​​

      Joe Kendall​​​​

      Independent Financial Adviser
      With a keen eye for financial strategy and a dedication to his clients' success, Joe has established himself as a trusted advisor in the finance…Read more

    Decoration
    • Our advisor was very helpful in detailing all our options and recommending a course of action, with clear reasons as to why he felt this was best.

      Christopher, 
      5* on feefo

    • Having come into some inheritance I was very glad of the advice my financial advisor at Wren Sterling could offer and guide me. Always ready to answer my calls and messages.

      Anwen, 
      5* on feefo

    Your home may be repossessed if you do not keep up repayments on your mortgage.

    The value of investments can go down as well as up and you could get back less than you invested.