Wren Sterling helps you navigate life’s financial journey. We listen to your hopes and aspirations, we work to understand your current circumstances and any concerns that you may have, and we work with you to establish your priorities. We take time to ensure you fully understand your options so you can make informed and confident decisions. Then we carefully plan in line with your long term financial goals.
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.
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.
Uncompromised sums up the way we work and our dedication to getting the very best outcomes for our clients. Our advice is independent, so nothing comes between us and recommending the right mix of products for our clients to meet their financial goals.
Regular contact benefits everybody. It builds our clients’ financial knowledge and deepens our understanding of their personal circumstances, because the better our understanding, the more precise our advice will be.
We make sure our clients are clear on their financial situation, so they feel in control. We communicate using plain English and take our time to explain our recommendations with clarity.
We know open and honest dialogue is crucial to successful client / adviser relationships, so we’ll always talk frankly with our clients about their financial goals.
Address: St Helen’s, 1, Undershaft, London EC3P 3DQ
Tel: 020 3962 6188