Our Team

Jackie has enjoyed working as an IFA for 30 years, building long term relationship with clients over decades and advising them through all the stages… Read more

Mark specialises in holistic financial planning for clients at retirement by taking complex financial needs and making this simple and easy for… Read more

Graeme joined financial services in 2018 after leaving the University of Glasgow where he achieved a degree in business management. He obtained… Read more

Fergus has over 30 years experience in the financial services industry including time with national accountancy practices. Before joining Wren… Read more

Greg has been providing financial advice services for over 18 years, and has helped many private clients achieve their lifestyle goals. He always… Read more

Tim has over 25 years of experience advising private clients in all areas of financial planning, answering their questions like 'is my pension at… Read more

Derek joined Wren Sterling in 2016 as part of the firm's growth strategy in Scotland. Derek is highly experienced in regulated management roles and… Read more

Colin joined Wren Sterling in 2023 as part of the acquisition of Active Wealth Management which he co-owned for 17 years. … Read more

Anthony has been working in financial services for nearly 10 years, building up a wealth of knowledge and experience being previously employed with… Read more

Alistair joined Wren Sterling in August 2019 and brings with him a wealth of knowledge and experience. … Read more

Lisa began working in the finance industry in 2017, starting as a mortgage broker before progressing quickly into holistic financial advice, working… Read more

John has been in financial Services for over 14 years as a financial adviser, offering advice for retirement planning, wealth management, trusts,… Read more

Grant has worked in financial services since 2010, providing mortgage and protection advice, searching the whole of the market to recommend the best… Read more