National independent advisory business Wren Sterling has boosted its assets under advice (AUA) by £116m with the acquisition of Dunfermline-based firm T D Armstrong Financial Planning.
The deal, which takes Wren Sterling's total assets under advice to £3.3bn, will see financial coach Max Horne, account manager Trudi Horne and independent financial planner Fraser Rowan join the business from T D Armstrong. Describing the acquisition as "an exciting step" for the business, Wren Sterling CEO Ian Halley (pictured) said: "I am looking forward to working with Max and his team to embed these clients into our business, ensuring they continue to have access to independent financial planning services." Halley also confirmed that, as part of its growth plans, Wren Sterling wa...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
