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Our Team
Meet our leadership team and our financial planners
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Alistair McNeil
Independent Financial AdviserAlistair joined Wren Sterling in August 2019 and brings with him a wealth of knowledge and experience. … 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 -
Andrew Murphy
Chartered Financial PlannerAndrew is a Chartered Financial Planner. He has been working in financial services for 25 years and has had a variety of roles in that time and as a… Read more -
Charles Matthews
Independent Financial AdviserCharles has a long list of professional qualifications: He is a Fellow of the Chartered Insurance Institute, a Chartered Financial Planner and a… 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 -
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 -
Julie McVeigh
Independent Financial AdviserWith 35 years’ experience in Financial Services, Julie joined 18 years ago from Aegon/Scottish Equitable and has had a few roles throughout the… Read more -
Nick Moules
Marketing DirectorNick 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 -
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 -
Rory McPherson
Chief Market StrategistRory is CIO of Magnus, Wren Sterling Group's discretionary fund management business and Wren Sterling's Chief Market Strategist. He joined the… Read more -
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 -
Stuart Maddocks
Independent Financial AdviserStuart has a vast experience built since 1998 and is able to provide advice to clients on a wealth management plan that will suit their needs. His… Read more
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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 -
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 -
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 -
Stephen Williams
Director of HRStephen joined Wren Sterling in November 2016 from Wesleyan Assurance Society. …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 -
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 -
Nik Radojcic
Independent Financial AdviserNik has worked in the financial services industry since starting his career in Financial Services in 2008. …Read more -
Marie Lowry
Head of ConnectMarie is Head of Wren Sterling’s desk based IFA services (Connect) . She joined the business in October 2021 , having previously been Head of…Read more -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
Bramwell Towse
Director, Corporate SolutionsBramwell has 40 years of financial services experience with the past 37 years in employee benefits. Areas of advice include group pensions (both…Read more -
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