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 ...

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