Blogs & News
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.
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.
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
As stormy market conditions continue we talk to an adviser about the advice she gives her clients to help them navigate the current climate.
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.
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 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 […]
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
Third acquisition of 2022 adds £250M in AuM and further strengthens Wren Sterling’s regional presence…
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?
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, 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 […]