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    Financial Advisors in Leamington Spa

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

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

    Speak to our Leamington Spa financial advice team

    Our team of independent financial advisors advise Leamington Spa and the surrounding area. You can find us in the heart of the town, less than 10 minutes from the train station. Or if you’d prefer to discuss your financial planning remotely, you can talk with your Leamington Spa 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 Leamington Spa

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

    Meet the Leamington Spa team

    • Tom Driver

      Tom Driver

      Chartered Financial Planner
      Tom is an experienced Chartered Financial Planner and Fellow of the Personal Finance Society with a strong background in providing retirement…Read more
    • Jason Strain

      Jason Strain

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

      Thomas Dawe

      Chartered Financial Planner
      Thomas is a Chartered Financial Planner and advises on most areas of financial planning, with a particular focus on pensions, investments and…Read more
    • David Stokes

      David Stokes

      Chartered Financial Planner
      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
    • Anthony Baynham

      Anthony Baynham

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

      Ian Chetwynd

      Mortgage Services Adviser
      As a mortgage and protection specialist, Ian’s role is to take the stress out of finding a mortgage by doing the hard work for you. Ian has worked…Read more
    • Paul Penman

      Paul Penman

      Mortgage & Protection Adviser
      Paul is a Mortgage and Protection specialist with over 30 years’ experience helping thousands of clients achieve and their goals and dreams during…Read more

    Decoration
    • I have always received comprehensive advice from Anthony Bilan backed up by substantial due diligence, which has proved very effective so far. Growth has been evident from the first month of capital transfer advised.

      John, 
      5* on feefo

    • Anthony was very pleasant and immediately in stilled confidence. He was extremely well prepared and had obviously reviewed my previous profile. I am not confident when dealing with financial matters. He recognized that and tailored his explanations so that I understood what and why he was recommending changes to my investments. Each visit included clear and very detailed paperwork and graphs which helped support his recommendations. He was not pushy in any way and left the final decisions up to me.

      Elizabeth, 
      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.