Investments

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.

To speak to an expert about your investments, contact us or arrange an appointment with your local office.

The value of financial advice in investments

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.

Our investment partners

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.

Will the tax man be the main beneficiary of your estate?

in Inheritance Tax, Investments, Later life, Thought leadership
News headlines of tax avoidances schemes can be unsettling, especially if you worked to protect the assets you have a built up over many years to go to your chosen beneficiaries rather the tax man. In fact, according to data from the Office for Budget Responsibility, inheritance tax receipts increased by 16.4% during the first [...]

SIPP use on the rise after pension transfer activity explosion

in Investments, Retirement planning
Investments made through pension wrappers have reached a new high of £13.4bn in the third quarter of 2017, up 66.3 per cent on last year.* The figures showed the amounts coming into pensions through transfers was particularly high. For instance, transfers into self-invested personal pensions (SIPP) more than doubled over the past 12 months to [...]

When no news is good news

in Investments, News, Partners, Retirement planning
Neil MacGillivray of James Hay Partnership is relieved that the Chancellor decided to leave pensions and ISAs alone in his recent budget. He explains why a combination of the two is essential for retirement planning. James Hay Partnership is an investment partner of Wren Sterling. The zeal of the Osborne era to push for an [...]