Blogs & News

Wren Sterling Group acquires HB&O Financial Services

Morfitt & Turnbull (Management Services) Ltd acquired by Wren Sterling

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.

Don't pay more tax than you need to.

Use it or lose it. Don’t pay more tax than you need to

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.

One man, standing on the street in London, holding coffee cup, checking the time.

Bear with me, don’t panic, keep at it

Wren Sterling Group’s new CIO Rory McPherson reflects on what is happening in the markets and sees reason to be optimistic.

The value of financial advice.

The value of financial advice

As stormy market conditions continue we talk to an adviser about the advice she gives her clients to help them navigate the current climate.

Thinking of working part time or from home to stay in work for longer?

The balance of retirement income planning

Are annuities making a comeback? The increase in gilt yields over the past six months particularly have seen a corresponding increase in annuity rates.

Pension fund's default option - one size doesn't fit all.

Why one size doesn’t fit all when it comes to your pension fund’s default option

Workplace pensions are a great place to start building your retirement savings. But is a ‘one size fits all approach’ right for everyone?

Wren Sterling Group acquires HB&O Financial Services

Wren Sterling completes Mutual Financial Management deal

Wren Sterling is delighted to announce the completion of the deal to acquire Mutual Financial Management LLP, which was announced in June this year. All clients of Mutual Financial Management LLP will now become clients of Wren Sterling, but contact numbers for the Mutual office and Mutual advisers will remain the same. A letter is […]

Financial Times Adviser - Wren Sterling is a 2022 member of the top 100 financial advisers.

Wren Sterling named in FT Adviser’s Top 100 List

Wren Sterling has been named in FT Adviser’s Top 100 IFAs List this year, the fifth year in a row of Wren Sterling being named in the Top 100 IFAs in the UK since 2018. The Top 100 Financial Advisers list published by FT Adviser includes some of the best and fastest-growing advice firms in […]

Wren Sterling Group acquires HB&O Financial Services

Wren Sterling Group acquires HB&O Financial Services

Third acquisition of 2022 adds £250M in AuM and further strengthens Wren Sterling’s regional presence…

How will technology affect financial advice?

A crazy few days and what happens next?

Following our initial response to the Mini Budget, Kwasi Kwarteng rows back on his plan. How will this affect UK investors?

Queen Elizabeth II 1926-2022

Wren Sterling remembers Queen Elizabeth II

It is with great sadness that we learn of the death of Her Majesty Queen Elizabeth Il, who devoted her life to her people with unwavering dedication…

Energy costs statement

Energy costs statement, 8 September 2022

After a prolonged period of speculation, the new Prime Minister Liz Truss has announced preliminary details of how the government plans to deal with the energy price crisis. In late May this year, the then Chancellor, Rishi Sunak, announced a range of measures to reduce the impact of the anticipated October 2022 Ofgem utility price […]