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How to fund a long-term retirement

With retirements that could span decades rather than years, Simon Morris, Head of Strategic Partners at Premier Asset Management, discusses an investment approach that retirees could consider when looking for a sustainable, long-term income stream to meet their needs. Providing a sustainable income One key issue for retirees is how they can obtain a decent, [...]

Case study: Helping a recruitment business understand its workforce and align employee benefits accordingly

Understanding workforces and translating this into a coherent employee benefits strategy is a big challenge for many businesses, but this is what Wren Sterling does through our demographic analysis and benefit recommendation process We help businesses, like a London-based recruitment consultancy, to solve: Weak employee engagement Declining years of service Rising recruitment costs The charts [...]

What our clients say

Our values underpin our client relationships and we strive to make them evident in all we do.

UNCOMPROMISED

Uncompromised sums up the way we work and our dedication to getting the very best outcomes for our clients. Our advice is independent, so nothing comes between us and recommending the right mix of products for our clients to meet their financial goals.

APPROACHABLE

Regular contact benefits everybody. It builds our clients’ financial knowledge and deepens our understanding of their personal circumstances, because the better our understanding, the more precise our advice will be.

CLARITY

We make sure our clients are clear on their financial situation, so they feel in control. We communicate using plain English and take our time to explain our recommendations with clarity.

GENUINE

We know open and honest dialogue is crucial to successful client / adviser relationships, so we’ll always talk frankly with our clients about their financial goals.

Money Matters Winter 2017