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.
Originally published at 7IM.co.uk. 7IM is an investment manager partner of Wren Sterling. In this article they explain why enthusiasm for cryptocurrencies is inherently psychological and why 7IM has not bought in so far. In the first quarter of 2021, the price of Bitcoin rose from $29,250 to $58,960 – up just over 100%. Anyone [...]
In early 2021, from a choice of four goals, Wren Sterling’s clients and employees voted for projects aligned to the UN’s Sustainable Goal #6 Clean Water & Sanitation to receive a donation. This donation was from Wren Sterling on behalf of clients who registered for paperless communications via our Personal Finance Portal in the period [...]
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 [...]
How Building Societies are supporting their members through the pandemic Unable to visit friends and family or see our colleagues, it’s our neighbours, communities and local businesses that keep us going during lockdown. While 84% of people support the use of targeted lockdown measures, many have been combatting the social challenges of 2020 by volunteering [...]
Seven lessons from 20 years of investing Once upon a time, General Electric (GE) was the most valuable company in the world. Founded by Thomas Edison in 1889, it was one of the original 12 stocks in the Dow Jones Industrial Average. By late 2000, GE had a market capitalisation of half a trillion dollars. [...]