Pages
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2-Factor Authentication comes in for our Personal Finance Portal on 14th Feb
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2025 Predictions; Investments, Later Life Care, Mortgages & Pensions
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4 essential rules of gifting
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6 point checklist for reviewing your investments
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6 steps to your estate planning
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65% of beneficiaries will inherit more than £200,000
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A Budget for Businesses?
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A summer postcard from Magnus
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Acquisition establishes Northern Ireland presence
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Addressing the IHT elephant in the room
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Advising women
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Bear with me, don’t panic, keep at it
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Bonus sacrifice: what’s in it for you?
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BP's Strategic Shift
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Business succession planning
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Callisto Wealth has been acquired by Wren Sterling
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Capital Gains Tax Changes
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Chapel Down and Wren Sterling start brand partnership with 20% off for Wren Sterling clients
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Child Benefit Update
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City Financial joins Wren Sterling in Scotland expansion deal
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Coming soon: Wren Sterling’s Market Briefing with Rory McPherson
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Currency transfers made € £ $ ¥!
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Deadline looms for voluntary National Insurance contributions
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Doing good whilst saving inheritance tax
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Ensuring that your legacy reaches the next generation
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FCA measures to cut through greenwashing jargon
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Financial Planning Brochure
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Financial protection for you and your family
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Finding a Mortgage for Limited Company Directors
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Finding investments that have the X-factor
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FSQS accreditation renewal for Wren Sterling
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Guide to tax on gifts
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How an adviser can limit the impact of market turbulence
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How can employers and trustees assess value in workplace pension schemes?
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How does working with a Financial Planner on an ongoing basis add value? It could be worth 3% to you, every year
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How I support clients going through divorce
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How our services are changing to meet client needs
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How Salary Exchange can enhance employee value propositions
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How the Budget will affect financial planning
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How to calculate the value of a Defined Benefit Pension
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How to pay for school fees
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How to prepare your IFA business for sale
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How Wren Sterling helped out in the Coronavirus crisis
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If you're self-employed, is your State Pension at risk?
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Ill health forces 1 in 8 to retire early
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Important financial issues to discuss with your family
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In Focus Group joins Wren Sterling to create south coast presence for national firm
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Inheritance Tax Guide
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Introducing Magnus, Wren Sterling Group’s DFM business
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Investing for children
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Investing tax efficiently
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Investment Choices acquired by Wren Sterling
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Investment planning and asset allocation
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Investments in 2024: The X Factor
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Is Britain Great again?
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Is the UK's love affair with ISAs heading for a break-up?
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James Twining succeeds Ian Halley as CEO of Wren Sterling
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JLS Associates has been acquired by Wren Sterling
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Kingswood Consultants Ltd has been acquired by Wren Sterling
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Life insurance increasingly important for over 50s
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Lifetime Allowance (LTA) abolished – what does it mean for you?
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Looking ahead to the 2025 Budget
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Magnus: Summer Series of Fund Manager Interviews
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Major Auto Enrolment changes are coming
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Making the most of ISAs
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Managing the Money Purchase Annual Allowance limit
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Market Falls: Why we’re playing the long game
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Messer & Matthews has been acquired by Wren Sterling
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Morfitt & Turnbull (Management Services) Ltd acquired by Wren Sterling
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Navigating the Care Fees Maze
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Navigating the uncertainty of UK tax policy
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New South-West Office for Wren Sterling after £250m AUM deal
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New Tax Year Tips
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No such thing as a “no risk” pension
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Pensions tax planning for high earners
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Platform cash: the investor’s secret weapon
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Pound Cost Averaging: Easing the cautious investor into the market
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Power of Attorney and giving gifts
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Protecting your confidential information with the PFP
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Providing advice to more people than ever before
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Q1 2025 Market Commentary: Global stocks fall back
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Q2 2025: Trump, Tariffs, TACO, and Tenacity
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Q3 2024 Market Commentary
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Q4 2024 Market Commentary
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Retirement planning investment opportunities in the current tax year
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Retirement tax planning
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Rory McPherson named in Citywire Wealth Manager Top 100
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Sanctions start to bite and ESG in a tangle?
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Saving for retirement
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Scams are getting smarter
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Scams are getting smarter – and so should we
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Separate futures: sharing pensions on divorce
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Should investors retain more on deposit?
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Spring Statement 2025
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Stagflation could be the word of 2025 but where does it come from and how do you escape it?
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Stockdale & Co. has joined the Wren Sterling Group
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Sustainability in Focus
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Sustainable investing Guide
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Taking an income at retirement
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Talking to family about money
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Tapered Annual Allowance Guide
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Tax planning in 2024
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Tax Year Beginning is the new Tax Year End
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Taxation of property
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The Bank of Mum and Dad, Grandma and Grandad is open for business
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The financial planning journey
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The hidden cost of cash
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The Lifetime Allowance: What happens now?
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Thoughts on Donald Trump winning the US presidential election
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Time in the Market: 5% Interest Rate Edition
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Tips for UK SME Owners Considering Selling Their Business
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Top three reasons for consolidating your pensions
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Trio of acquisitions announced by Wren Sterling
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Understanding the Risks of Investment
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Using Registered Lasting Powers of Attorney to speed up decision making
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Using your pension to pay less tax: November 27th, 12-1pm
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VIDEO: Budget Talking Points
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VIDEO: Inflation measured through the lifecycle of a tenner
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VIDEO: The Power of Financial Planning
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Weekly Round-Up, 15th September 2025
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Weekly Round-up, 22nd September
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Weekly Round-Up, 29th September 2025
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What International Women’s Day means to Wren Sterling
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What is a with-profits bond?
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What is Critical Illness Cover?
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What is Life Insurance?
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What is the value of financial advice? £40,000 apparently
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What might the impact of tariffs be on investment markets?
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What to do if you’re heading over your Pension Annual Allowance
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What to do when someone dies
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What you need to know about… holiday lets
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When might an interest-only mortgage be suitable?
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Why Disruption Can Be Good for Your Finances
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Why divorce needs a team of professionals, including a financial planner
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Why does the tax year end on April 5th?
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Why independence matters
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Why it pays to have a Will
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Why now is a great time to review your finances
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Why salary sacrifice is now even more valuable
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Why the Mortgage Market is in the Lap of the Gods in 2025
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Wren Sterling achieves Cyber Essentials Plus Accreditation
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Wren Sterling acquires financial planning division of Howe Maxted Group
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Wren Sterling acquires Howe Maxted Group's financial planning business
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Wren Sterling acquires majority stake in In Focus, Certus and Hughes Carne
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Wren Sterling acquires Morfitt and Turnbull, completes Mutual Financial Management & DFM transaction and appoints CIO to run DFM
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Wren Sterling adviser wins Unbiased award
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Wren Sterling announces acquisition of Critchleys Financial Planning LLP, an Oxford-based financial adviser with £150m of assets under advice
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Wren Sterling announces first acquisition of 2021 with deal for West Yorkshire advisory firm
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Wren Sterling announces first acquisition of 2024 with TW Financial Planning deal
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Wren Sterling announces significant investment from Lightyear Capital LLC in secondary management buyout
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Wren Sterling announces trio of acquisitions bringing £300m+ of AUM
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Wren Sterling appoints Henry Blunt as Acquisitions Director
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Wren Sterling appoints Sarah Herd to lead its Workplace team
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Wren Sterling completes acquisitions in Scotland and West Midlands and gains 860 clients
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Wren Sterling completes acquisitions of Ralston Bennett Financial Planning and Aspects Financial
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Wren Sterling completes HB & O Financial Services deal
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Wren Sterling completes Mutual Financial Management deal
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Wren Sterling Financial Planner becomes two-time bagpipe world champion
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Wren Sterling Group acquires HB&O Financial Services
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Wren Sterling Group announces acquisition of Mutual Financial Management, a Manchester based financial adviser with £675m of assets under management
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Wren Sterling Group announces that Executive Chairman Ian Darby has stepped down
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Wren Sterling Group appoints former CEO of Ruffer, Clemmie Vaughan, to NED role
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Wren Sterling Group’s DFM, Magnus, passes £1bn AUM
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Wren Sterling has completed its secondary management buyout
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Wren Sterling highly commended by Moneyfacts in Retirement Adviser of the Year award
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Wren Sterling Hires New Chief Financial Officer to Drive Next Phase of its Strategic Growth
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Wren Sterling in the community
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Wren Sterling is a Top 100 Financial Adviser for the 9th year in a row
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Wren Sterling launches dedicated Workplace Pension and Employee Benefits Due Diligence and Post-Completion service for the Private Equity market
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Wren Sterling launches its Retirement Desk service for employees nearing retirement
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Wren Sterling launches revamped Employee Benefits and Wellbeing offering as “Workplace”
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Wren Sterling named in FT Adviser Top 100 Financial Advisers list again
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Wren Sterling named in FT Adviser's Top 100 Financial Advisers 2023
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Wren Sterling named in FT Adviser's Top 100 List
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Wren Sterling now offers sustainable investing option for clients
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Wren Sterling shortlisted for two regional business awards
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Wren Sterling supports MacMillan and Great Ormond Street Hospital
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Wren Sterling to sponsor London’s Lemon Pickleball
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Wren Sterling's new brand is live
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Wren Sterling’s Autumn Webinar Programme
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You’ve seen Wren Sterling on your shirts – but do you know what we do?
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