Wren Sterling acquires Cornwall-based IFA Stockdale & Co

Latest deal sees acquisition of firm that has been in operation since 1995

Sahar Nazir
clock • 1 min read

Wren Sterling has acquired Cornwall-based financial advisory firm Stockdale & Co.

All clients of Stockdale & Co. have been informed of the transaction and its Lanivet office remains open with contact details unchanged. Stockdale & Co, which focuses on all aspects of financial planning, was established by Keith Stockdale and Sharon Stockdale in 1995. The acquisition comes after Wren Sterling expanded its Northern reach by adding Lancashire-based Callisto Wealth to the group. Wren Sterling acquired 100% of Callisto Wealth's shares, making it a wholly-owned subsidiary of the company. The firm has been on an expansion spree this year as it added a combined £400m ...

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 profession

Why advisers shouldn't rush into private markets

Why advisers shouldn't rush into private markets

'There's only so long the hamster wheel can keep turning'

Justin Cash
clock 15 December 2025 • 4 min read
Adviser workload set to rocket ahead of IHT on pensions changes

Adviser workload set to rocket ahead of IHT on pensions changes

Large volumes of clients will need reviews of financial plans

Isabel Baxter
clock 15 December 2025 • 3 min read
Advising silver splitters: Legal insight for older clients getting a divorce

Advising silver splitters: Legal insight for older clients getting a divorce

Why is divorce becoming more common in older clients?

Katharine Bundell
clock 15 December 2025 • 4 min read