COVID-19

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

Some clients are taking advantage of homeworking, choosing to remain employed past their planned retirement date, others have found they can retire earlier than expected. How has Covid affected your retirement plans?

The future of sustainable investing

Many questioned whether ESG investing would survive during lockdown – yet we expect than many will have done well by continuing to do good.

DIY Investors should beware financial scams

Should we be worried about inflation?

What is inflation and how is it affecting our finances in 2021? Those of us saving for retirement could be affected more than others.

The health of your workforce is in your hands

Protect, reward, retain your employees

In the wake of the pandemic – is it time to review the healthcare benefits you offer your staff?

Brewin Dolphin: The Latest Fear and Greed Index

Growth and the rate of recovery

Corporate advice can keep business doors open

Why now is a great time to review your finances

We've all had a chance to reflect on the things that are important to us. How have your goals changed recently? Nick talks to Steve Hudson, Independent Financial Adviser, about why now could be a good time to review your finances.

Will the G7 impact markets?

Originally published on charles-stanley-direct.co.uk. Charles Stanley is an investment manager partner of Wren Sterling. In this article, Charles Stanley looks at how a meeting of the G7 will affect the global investment markets, as the world's leading economies work on their Covid recovery strategy. The G7 Summit in Cornwall is a platform that will remind [...]

Financial jargon can feel like a code, financial advice is the answer

Wren Sterling’s Budget Analysis, March 2021

As the dust settles on Rishi Sunak’s March Budget, we reflected on the key outcomes for our clients, both individually and for the companies that we advise. In this video, Phil Jenkins and Paul Mitchell, Chartered Financial Planner and Director of Corporate Solutions, respectively, run through measures including: The freezing of the lifetime allowance Freezing [...]

Financial advice over the phone, online or face to face

Has there been a better time to carry forward unused pension tax allowances?

Originally published on vanguardinvestor.co.uk, 12 February With some fortunate households' savings boosted by the lockdowns Covid-19 has forced us to endure, and public finances under growing pressure, it's a question worth considering. Did the pandemic present opportunities to improve your finances? The pandemic has clearly been very tough on so many different people. But there’s [...]

Ethical investment criteria, with Wren Sterling.

What might change in the 2021 Budget?

Rishi Sunak is going to deliver what is probably the most significant budget since the Second World War on March 3rd. The government has spent colossal amounts on the Covid crisis in the last 12 months and as the vaccine programme is in full swing, attention is being turned to how the nation repays the [...]