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Our Team
Meet our leadership team and our financial planners
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Mike Daniels
Independent Financial AdviserMike has nearly 50 years experience as a Financial Planner, and was the Managing Partner of an Oxfordshire based firm before starting his own firm… Read more -
Pete Heale
Chartered Financial PlannerPete has worked in financial services for his entire 35-year career. He has advised both personal and business clients for the past 20 years,… Read more -
Chris Devey
Independent Financial AdviserChris has been providing financial advice to both personal and corporate clients for over 20 years and is both a Chartered Financial Planner and a… Read more -
Ian Barlow
Independent Financial AdviserHaving worked in Financial Services for a number of years, Ian recently joined the Wilmslow Office to look after ex-Morfitt & Turnbull and Vernon… Read more -
James Allen
Independent Financial AdviserJames has worked in the financial services industry for over 13 years, amassing a wealth of knowledge and experience. During his career, James started… 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 -
Paul Penman
Mortgage & Protection AdviserPaul is a Mortgage and Protection specialist with over 30 years’ experience helping thousands of clients achieve and their goals and dreams during… Read more -
Stephanie Clancy
Independent Financial AdviserWith over 17 years’ experience in the financial services industry, Stephanie works as an Accredited Paraplanner, having qualified with the Chartered… 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 -
Joe Kendall
Independent Financial AdviserWith a keen eye for financial strategy and a dedication to his clients' success, Joe has established himself as a trusted advisor in the finance… Read more -
Grant Irvine
Independent Financial AdviserGrant has worked in financial services since 2010, providing mortgage and protection advice, searching the whole of the market to recommend the best… Read more -
Colin Chambers
Independent Financial AdviserColin has been in the industry for some 24 years starting with a major life company based in Southampton, then moving to a local IFA practice in 1997.… 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