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.

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

in Financial advice, Investments, Retirement planning
According to Royal London and The International Longevity Centre, people who take financial advice are on average £40,000 better off than those who don’t.[i] Clearly, the value of advice is subjective down to an individual level, but this report explores the impact of receiving advice during the period 2001-2007 on consumer outcomes in 2012-14. It [...]

How to avoid a pension scam

in Investments, Retirement planning, Thought leadership
Pension scams are becoming more frequent and costing victims an average of £91,000. According to recent data from Action Fraud, more than £23m was lost to scammers in 2017. Pension freedom has created many opportunities for scammers to target people approaching retirement with access to their retirement funds. Pension scams in numbers A total of [...]

How to fund a long-term retirement

in Investments, Retirement planning, Thought leadership
With retirements that could span decades rather than years, Simon Morris, Head of Strategic Partners at Premier Asset Management, discusses an investment approach that retirees could consider when looking for a sustainable, long-term income stream to meet their needs. Providing a sustainable income One key issue for retirees is how they can obtain a decent, [...]