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Our Team
Meet our leadership team and our financial planners
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Andrew Simpson
Independent Financial AdviserAndrew has been working in financial services for over 30 years, in both holistic personal and corporate roles. … 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 -
Bryan Stott
Corporate ConsultantBryan has worked in the employee benefit industry for over 20 years and before that he ran his own IFA practice. Bryan has been heavily involved in… Read more -
Charles Seymour-Cole
Independent Financial AdviserCharles has been an IFA for over 30 years. He is qualified under the current industry benchmark qualifications and the Advanced Financial Planning… 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 -
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 -
Gordon Smith
Independent Financial AdviserGordon boasts almost 29 years financial services experience. In his time in the industry he has worked for large product providers and several advice… 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 -
Keith Stockdale
Chartered Wealth Manager & Financial PlannerKeith Stockdale is the co-founder of the Stockdale Group & joint Director of Stockdale Asset Management & Stockdale Accountants Ltd. and sole… 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 -
Nick Stewart
Managing DirectorAfter an early career in Building Society Management, Nick became an Independent Financial Adviser in the late 1980's and holds the current industry… Read more -
Rod Simpson
Independent Financial AdviserRod has been giving financial advice to clients for the last 30 years. During this period, he has represented some highly reputable organisations… Read more -
Sam Sharp
Independent Financial AdviserSam has been in the financial services industry since 1999 and has been a regulated adviser since 2006. … 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 -
Tim Seegar
Independent Financial AdviserTim joined Wren Sterling in 2013, and has been advising many of his clients for over 20 years. … 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