Wren Sterling adds £116m AUA with T D Armstrong purchase

Total AUA now £3.3bn

Julian Marr
clock • 1 min read

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...

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