Ian Weatherhead - Independent Financial Adviser

04/03/2026

Spring statement

04/03/2026

Sarah Herd, our Head of Workplace, discusses the pressures that make us feel financially precarious, and how low financial literacy can add to the problem.

Communication and education is the key to overcoming these challenges. In our article, Sarah shares the hallmarks of an effective financial wellbeing programme.
https://hubs.la/Q044mPq30

02/03/2026

https://www.wrensterling.com/news/iran-conflict-an-update-from-wren-sterling/?utm_campaign=35214963-client%20newsletter&utm_medium=email&_hsenc=p2ANqtz-9V-DY69rEnVEqryNkegn058ezI11IA2xKgigujC9gfTKkxQ6WRoJ8L5GpGdFzZMp0ouTnF-OnhzEQeeUmX4r_o93gdWg&_hsmi=406460978&utm_content=406460978&utm_source=hs_email

Over the weekend, Iranian state media and multiple international news organisations confirmed the death of Iran’s Supreme Leader, Ayatollah Ali Khamenei, following large‑scale U.S. and Israeli military strikes on targets in Iran.

24/12/2025

16/12/2025

https://www.linkedin.com/posts/wren-sterling_understanding-the-impact-of-upcoming-inheritance-activity-7406738389053480961-KO1X?utm_medium=ios_app&rcm=ACoAAAsELsMBFpLW94fXl8_rbWQHt58DTF2ckMA&utm_source=social_share_send&utm_campaign=copy_link

In 2027, IHT will pull unused pensions into estates. Our article shows the dramatic impact of this on what we could owe the Treasury with Lucy Talbot https://hubs.la/Q03Yk7Yp0

07/11/2025

Is financial advice right for you?
An IFA can help you with your financial plans and save you a lot of worry as you approach life-changing financial decisions. Especially if you’re confused about what your options are and what they mean for you.
Read here: https://hubs.la/Q03RNf_W0

15/07/2025

https://www.wrensterling.com/news/how-does-working-with-a-financial-planner-on-an-ongoing-basis-add-value-it-could-be-worth-3-to-you-every-year/

In 2023 we updated the Wren Sterling brand, and a central part of that process was getting under the skin of why people get financial advice through conversations with clients, employees and partners.

15/07/2025

https://www.wrensterling.com/news/q2-2025-trump-tariffs-taco-and-tenacity/

Returns of 5.5% for the global equity market and 1.9% for the UK bond market might suggest that the second quarter of 2025 was plain sailing for investors. The result is undeniably good, but the journey there involved the 5th largest 2 day sell-off for US stocks since World War 2, followed by a 17%....

07/04/2025

Investments, pension contributions, gifting, tax planning and budgeting – it’s the new tax year and here are Wren Sterling’s 5 tips

Capital Gains Tax is changing. The Annual Exemption Amount will be £3,000 from 6th April 2024, so it pays to understand the changes now.

07/04/2025

Many of these had already been priced into markets but it is fair to say that they came in at the extreme end of what was expected.

19/03/2025

Equity market sell-offs are uncomfortable, but not uncommon, so now is the time for staying invested and focused on the long term

Last week was a busy one for markets, with lots to digest and unpack. Wren Sterling's Rory McPherson offers a digest on Trump's tariff regime and global market performance. https://hubs.la/Q03b2-9-0