Financial Advisors in Surrey

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

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

Speak to our Surrey financial advice team

Our team of independent financial advisors operates in Surrey and the surrounding area. You can find us only a short walk away from the Shepperton train station. Or if you’d prefer to discuss your financial planning remotely, you can talk with your Surrey 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 Surrey

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

Meet the Surrey team

  • Brian Astridge

    Brian Astridge

    Independent Financial Adviser
    Brian has worked in the financial services sector for almost 30 years. He trained to be an accountant and went on to be an independent financialRead more
  • Lee Bloomfield

    Lee Bloomfield

    Independent Financial Adviser
    Lee has been a financial adviser for 17 years. He is based at the Wren Sterling Shepperton office in Surrey, currently working towards CharteredRead more
  • Tim Hawkins

    Tim Hawkins

    Chartered Financial Planner
    Tim 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 nowRead more

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.