We are investment specialists and financial planning experts. With access to the whole of the market we can ensure that we select the most appropriate, long term investments to deliver against your investment strategy and ultimately your financial plan.
There are lots of factors that make up a successful investment strategy. Some factors include maximising your personal tax allowances, managing risk and reward and choosing the funds for the time you want to invest your money for.
There are many ways to make investments directly, either in the stock market or numerous online outlets. However, investing should be done in line with your overall financial goals. A financial adviser takes a strategic view of all your assets and liabilities, income and expenditure, attitude to risk, short, medium and long term requirements and recommends an appropriate strategy. Importantly, Wren Sterling is completely independent, so we can choose funds from across the market.
The value of your investments may go down as well as up and you may not get back the full amount invested.
Wren Sterling works with many of the best known fund managers in the UK and our investment options are drawn from the whole of the market, affording our clients the choice they deserve and ensuring we’re tailoring our investment strategy to every client’s individual circumstances.
Our Investment Committee oversees the investments that our advisers are able to recommend. This oversight is provided by external industry experts, independent fund researchers as well as Wren Sterling advisers and members of our Executive Team. Read more on the Investment Committee