Wren Sterling are financial advisers providing financial services for UK Corporates and individuals. Financial advice, investments, pension advice, retirement planning, protection plans for your business and your family...

Finance

Wren Sterling

Mulcture Hall Road houses a team focused on financial planning, integration, and client relationship management.

Mulcture Hall Road

The Glasgow office focuses on financial planning and advisory services, supporting team leadership in paraplanning.

Glasgow

James Twining

David Kelly

Tom Driver FPFS

Linda Payne

Elaine Batchelor

Stephen Williams

Rory Mcpherson

Paul Chafer

Ian Halley

Clemmie Vaughan

The Finance and Accounting team at Wren Sterling is responsible for managing the company's financial operations, ensuring accurate financial reporting, and providing strategic financial advice. This team oversees budgeting, forecasting, and financial planning, while also supporting financial advisers with detailed analysis and tailored solutions for clients. Their expertise ensures compliance and optimizes financial performance for both corporate and individual client needs.

Finance and Accounting

The Operations and Technical Support team at Wren Sterling plays a crucial role in ensuring the smooth functioning of financial advisory services. They are responsible for optimizing operational processes, providing technical support, and maintaining compliance with regulations. This team collaborates closely with other departments to enhance efficiency and deliver high-quality service to clients, while managing risks and supporting strategic initiatives across the organization.

Operations and Technical Support

The Corporate Governance and Risk Management team at Wren Sterling is responsible for overseeing the company’s strategic direction and ensuring compliance with regulatory requirements. They manage risk assessment and mitigation strategies, promote ethical practices, and enhance corporate governance to protect the interests of stakeholders while supporting the firm’s financial advisory services.

Corporate Governance and Risk Management

The Leadership Team at Wren Sterling is responsible for setting the strategic direction and vision of the company, ensuring operational efficiency, and driving growth in financial services. Comprising key executives such as the CEO, COO, and Chief Commercial Officer, this team collaborates to develop innovative solutions for clients while fostering a culture of excellence and integrity across the organization.

Leadership Team

The Research and Investment team at Wren Sterling conducts in-depth market analysis to identify investment opportunities and formulate strategic asset allocations. Led by the Chief Investment Officer, the team collaborates to provide tailored investment solutions that align with client goals, ensuring optimal growth and risk management for both corporate and individual clients. Their expertise aids in delivering informed financial advice, enhancing overall client investment strategies.

Research and Investment

The Marketing and Sales team at Wren Sterling is responsible for developing and implementing strategies to promote financial services and enhance brand visibility. The team creates targeted marketing campaigns, manages client relationships, and drives sales initiatives to attract and retain corporate and individual clients. They work collaboratively to align marketing efforts with sales goals, ensuring effective communication of Wren Sterling's value propositions in financial advisory services.

Wren Sterling

Org chart

Board & advisors

Teams

Finance and Accounting

Operations and Technical Support

Corporate Governance and Risk Management

Leadership Team

Research and Investment

Marketing and Sales

Offices

Wren Sterling

Org chart

Board & advisors

Teams

Finance and Accounting

Operations and Technical Support

Corporate Governance and Risk Management

Leadership Team

Research and Investment

Marketing and Sales

Offices

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