Wren Sterling has acquired Lancashire-based Callisto Wealth in an effort to further enhance its offerings to clients.
Under the terms of the agreement, Wren Sterling will acquire 100% of Callisto Wealth's shares, making it a wholly-owned subsidiary of the company. The acquisition comes as Wren Sterling expands its market presence in the UK. The financial planner recently bought three advice firms adding a combined £400m in assets and 2,000 clients to its books. Callisto Wealth clients have been informed of the acquisition and the office remains open with contact details unchanged.
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