Blogs & News

Active Wealth Management Limited will join Wren Sterling’s Glasgow office   HB&O Financial Services, based in Leamington Spa, will further expand Wren Sterling’s presence in the West Midlands    The Wren Sterling Group has started 2023 with the completion of two acquisitions, Active Wealth Management and HB&O Financial Services, resulting in 860 clients and £330m in assets […]

Ahead of the imminent new tax year, it’s important to know how to take advantage of the higher cash interest rates currently available. Why now? Find out more.

Two thirds of respondents to a survey by Scottish Friendly, with an over-50s life insurance plan say it has become more important because the cost-of-living crisis is putting families under greater financial pressure. Inflation is causing premiums to rise, so people taking out a policy now are facing higher costs than those who locked into [...]

If you have any gaps in your National Insurance record, now is a very good time to plug them. The more complete your NI record, the more state pension you are entitled to.
The generous Government scheme which allows people to fill historic gaps in their NI record will come to an end in April 2023, so you may want to apply before the deadline.

Wren Sterling is delighted to announce the completion of the deal to acquire Active Wealth Management. All clients of Active Wealth Management will now become clients of Wren Sterling, but contact numbers for the Active Wealth Management office and Active Wealth Management advisers will remain the same. A letter is being issued to clients confirming […]

Wren Sterling is delighted to announce the completion of the deal to acquire HB&O Financial Services, which was announced in October last year. All clients of HB&O Financial Services will now become clients of Wren Sterling. A letter is being issued to clients confirming details of the transaction and it is the priority of all […]

We’re trying something new in 2023 with the launch of a client referral charitable donation scheme. Every time an existing client refers a friend or family member to us, who then goes on to become a client, we will donate £50 to one of our chosen local charities. Across our UK office network, employees have […]

2023 would have to go some way to top 2022 for the unexpected, but that is what we have become accustomed to over the last few years.    Last year saw inflation rising at a rapid rate, central banks act to tame it through raising interest rates and the onset of a cost of living crisis […]

The Wren Sterling Group has announced the appointment of ex-Ruffer CEO, Clemmie Vaughan, to its board as an independent Non-Executive Director.   Ms Vaughan will also join the board of Wren Sterling Group’s recently acquired discretionary fund management business, MFDM LLP, as an independent Non-Executive Director and will chair MFDM’s Investment Committee.  From 2017 to 2021 [...]

Acquisition of Morfitt & Turnbull (Management Services) Ltd (Morfitt & Turnbull) in Knutsford represents fourth acquisition of 2022 FCA approval secured for completion of Mutual Financial Management LLP transaction, which includes discretionary fund management permissions, and creates North-West office Rory McPherson appointed as Chief Investment Officer to lead new DFM solution National IFA, the Wren […]

We’re delighted to announce that the acquisition of Morfitt & Turnbull (Management Services) Ltd. by Wren Sterling is now complete (M&T). M&T’s clients have been notified in writing that they are now Wren Sterling clients. The M&T team will relocate to the Wilmslow office of Wren Sterling and service their clients from there.

The tax allowances and exemptions system in the UK is complex. Don’t miss out on what you’re entitled to. Paul Poulter walks us through several scenarios.