investments Archives - Wren Sterling | Financial Adviser Services

Alternative investment strategies for your portfolio

A first-hand account from Jasmit Bahia, about how recent changes have affected his BTL portfolio.

Have you had a letter from HMRC?

You may have exceeded your Personal Savings Allowance. New rules mean that 95% of taxpayers should no longer need to pay tax on their savings income. As for the rest – find out more about recent changes here.

What is the value of financial advice? £40,000 apparently

According to the ILC, people who take financial advice are on average £40,000 better off than those who don’t. Clearly this depends on the individual, but this study finds that those who took advice were significantly more likely to save more as well as to invest in the equity market.

The Federal Reserve should do the right thing

Trump, China, Russia, Brexit – 2019 could be another unpredictable year, but Jon Cunliffe of Charles Stanley is anticipating reasonable stock market performance and explains why in this article.

How investors are supporting environmental and ethical causes

When many of us think about our legacy, many of us about how we will leave our assets to our families. But increasingly people are considering the legacy of the planet and the society they’re leaving behind and want to make a financial difference. This is being evidenced by their investment preferences and charitable bequests in Wills.

How to avoid a pension scam

Pensions freedom has created many opportunities for scammers to target people approaching retirement with access to their retirement funds. Learn more about how scammers approach their victims and how these scams can be avoided.

How to fund a long-term retirement

What should retirees consider when investing for a sustainable, long-term income stream to meet their needs? Simon Morris, Head of Strategic Partners at Premier Asset Management discusses tactics for retirements that could span decades rather than years,