Understanding Your Finances

We’ve developed a series of articles to give you the knowledge you need to approach your financial decisions with confidence. Using the links below, you’ll be able to access information on pensions and retirement planning, savings and investments, and much more.

If you’re looking to understand the basics of investing, or what those protection policies you’ve taken out actually mean, we hope that these resources will help you navigate your finances.

What is financial advice?

Wherever you are on life’s journey, it’s never a bad time to organise your finances to ensure you’re planning effectively for the road ahead. Wren Sterling’s independent financial advisers see the whole picture and guide clients through investments, pensions, protection and all related aspects of financial planning, right the way through to retirement and beyond with later life planning.

Financial advice is the process of an independent expert understanding where you are in your life and where you want to get to – typically your retirement. This includes your income, expenditure, assets and liabilities, both now and in the future and then steering you towards your financial destination, using these resources.

Advisers use everything at their disposal including your annual tax allowances, knowledge of tax law, the investment expertise of our trusted partners and other professional connections (such as lawyers and accountants) to make your assets go as far as they possibly can.