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.
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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…
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 […]
Wren Sterling shortlisted for two regional business awards
Wren Sterling has been shortlisted for two regional business awards; The Nottinghamshire Business Awards and the East Midlands Business Masters Awards. Our first nomination is in the growing business category, reflecting the investment and growth in the provision of our advice service over the last few years. Secondly, we’ve been nominated in the medium business […]
How an adviser can limit the impact of market turbulence
Living in the UK we know that some days the sun will shine and others it will be cold and wet. And while we may not necessarily like going out in the bad weather, the dog still needs walking, the kids still need to go to school and we still need to go to the [...]
Registration of all Trusts: IMPORTANT ACTION NEEDED!
Don't miss the Trust Register deadline In response to EU anti-money laundering regulations, adopted prior to Brexit, HMRC has expanded the Trust Register so that virtually every current Trust needs to be registered. The deadline for completing the registration is 31 August 2022 and there will be penalties applied if relevant Trust have not been [...]