Nick Moules, Wren Sterling’s Head of Marketing is joined by Rita Verma, a Chartered Financial Planner at Wren Sterling to talk about what people need to consider when investing their spare cash.
Where should cash reserves go?
About the Author
Rita has worked in the financial services industry since 2004 advising individuals on complex financial situations, she provides holistic advice to include retirement planning, tax efficient investing and inheritance tax planning. Rita helps families fulfil their goals and dreams by maximising opportunities for their finances whilst protecting them and their loved ones. Rita is also a Pension Transfer Specialist, authorised to advise on defined benefits transfers. You can get in touch with Rita at our offices in Nottingham. Our network of advisers across the UK means that if you’re looking for local financial advice, we can help. We specialise in all areas of financial planning for both corporate and individual clients all over the UK.