Financial adviser welcomes new chief financial officer

A Nottingham-based financial planning firm has appointed David Kelly to its team as chief financial officer.

Wren Sterling is a provider of specialist independent financial planning advice to private and corporate clients with over £7bn under management.

Kelly joins Wren Sterling following fourteen years at Barclays Bank, where he was managing director of savings and CEO of Barclays Insurance.

Before that, he was the CFO and then interim CEO of Barclaycard UK, he has also held senior roles at Direct Line Group, 3UK and General Electric.

He has experience in covering current accounts, insurance, consumer lending, investments, and premier business divisions.

Kelly is succeeding Andy Moss, who is stepping down after eight years in the role and has been a key part of the management team that has driven the business’s success, including its secondary management buyout with Lightyear Capital in December 2021.

Andy Moss will remain with Wren Sterling for a phased handover period in the coming months as David Kelly awaits approval from the FCA.

James Twining, chief executive, said: “I’m very excited to be welcoming David to Wren Sterling. He brings an outstanding track record of success in a variety of finance and leadership roles within financial services. I know that he will add a huge amount of value to the business and I’m looking forward to working closely with him over the coming years as we continue to deliver for our clients, our shareholders and our colleagues.

“On behalf of the board, I want to thank Andy Moss for playing such an important part in the company’s success over recent years, helping deliver significant growth and change and a successful M&A programme. He has placed us in a strong position for further organic and non-organic growth as part of this planned succession process and we wish him every success for the future.”