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Some of our clients say they haven’t had time to focus on their own finances. While their money is often well organised, they aren’t always sure how to make the most of it or what steps to take with their investments and long-term financial plans.
With Wren Sterling there is no pressure to have all your finances already figured out. We can help you look at your plans from a different perspective, and make plans for your future.
“It can be hard to make choices about your own money. Especially if you look after your clients’ finances on a daily basis. Asking yourself ‘what is right for me?’ when you have so many choices can lead to putting your financial planning off for another day… and another… and another. My job as a Financial Adviser is to offer insights that you might not have thought of, and be an unbiased sounding board for you to discuss your goals and how to achieve them.”
Stuart Maddocks, Wren Sterling Financial Adviser
Choose a Financial Adviser tailored to Accountants’ needs
Many Accountants say they haven’t had time to look at their own finances. While their money is often well organised, they aren’t always sure how to make the most of it or how to approach their investment strategy. Wren Sterling offers Financial Advice that can adapt as you grow.
Financial Planning can be complex. We help you understand your options and make informed decisions about Investments, Protection and Retirement Planning.
You’ll have access to an experienced Financial Adviser who understands your goals and provides ongoing support as your circumstances change.
As an independent firm, we can access a broad range of providers and solutions and aren’t biased when helping you create your financial plan.
As Accountants spend much of their time helping others organise their finances, it can be easy to put their own plans to one side. Consider:
Wren Sterling helps Accountants answer these questions with independent financial advice tailored to their personal circumstances and professional ambitions.
Many Accountants choose self-employment for the flexibility and independence it provides, but this can also create additional financial planning responsibilities. Self-employed Accountants often face:
If you’re not benefiting from Employer Pension Contributions, Group Insurance and other perks and don’t know where to start – remember you don’t have to do your Financial Planning alone. Wren Sterling’s Independent Financial Advisers can help.
As Independent Financial Advisers Wren Sterling provides unbiased financial advice, designed to help you meet your financial goals.
Your Financial Adviser can offer an independent and informed view when weathering market downturns or making decisions for major life events.
Your Wren Sterling Financial Adviser can keep you informed about the pension and tax changes that could affect your long-term plans.
Accountants can find it difficult to find the time to do their own financial planning – and being the experts in tax, they may find it difficult to decide how to structure their own finances. Decision paralysis can lead to delays, meaning important financial planning decisions are postponed or never acted upon. But you don’t need to make those financial decisions alone. A local Financial Adviser is just a click away.
Professional financial expertise doesn’t automatically translate into personal financial wellbeing. An Accountant can understand planning, budgeting and tax, but be anxious around the place of risk in investing. A Financial Adviser can help you take control of your finances, keep you up to date with regulatory changes and be a knowledgeable expert to discuss your future financial decisions.
Business Owners or Decision Makers often face additional complexity with their financial plans as their private and corporate finances are connected. If you are facing these challenges, our Workplace team can help ensure your finances are structured securely and help you make confident decisions that safeguard both you, your business and your family’s future.
