Wren Sterling confirms acquisition deal for Scottish advice firm

Active Wealth Management will join the national’s existing Glasgow office

Hope William-Smith
clock • 1 min read

National IFA Wren Sterling has completed its acquisition of Glasgow-based Active Wealth Management, bringing £80m of assets into the business.

As part of the deal, Active Wealth Management will join Wren Sterling's existing Glasgow office. The news of the acquisition today (22 March) follows the national's confirmation of its purchase of Warwickshire firm HB&O Financial Services in February - a deal that was first announced back in October. "Both these deals will enable us not only to enhance the offering we are able to bring to clients but also improve the overall DNA of the whole company as we join forces with our new colleagues, who share our entrepreneurial drive and client first culture," said chief executive James Twin...

To continue reading this article...

Join Professional Adviser for free

  • 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

Join

 

Already a Professional Adviser member?

Login

More on Your Business

Ageing client bases remain for advisers as they lack strategy for younger investors

Ageing client bases remain for advisers as they lack strategy for younger investors

85% do not have a differentiated strategy

Isabel Baxter
clock 19 November 2025 • 1 min read
Dip in advice fee satisfaction from over 55s

Dip in advice fee satisfaction from over 55s

Advisers urged to ‘keep an eye' on this age cohort

Isabel Baxter
clock 18 November 2025 • 2 min read
All the advice firm acquisitions that have taken place in 2025

All the advice firm acquisitions that have taken place in 2025

Keeping track of the ongoing consolidation of the advice industry

Professional Adviser
clock 18 November 2025 • 3 min read