Wren Sterling adds £265m in client assets in latest deal

First advisory firm purchase of 2024 for national financial planner

Jenna Brown
clock • 1 min read

National Wren Sterling has bought TW Financial Planning (TWFP) in its first deal of 2024.

TWFP, based in Newcastle-under-Lyme, has three financial planners and manages about £265m in client assets. Its Staffordshire office will join Wren Sterling's national office network, "boosting its physical presence in the West Midlands", the financial planning business said. Wren Sterling has 13 offices covering 11 locations across the UK. Chief executive James Twining (pictured) said: "This deal ticks a lot of boxes for Wren Sterling. TWFP is a self-sustaining business borne out of close working relationships with professional introducers and has grown through client referrals an...

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

Advisers see growing evidence of tax worries among clients

Advisers see growing evidence of tax worries among clients

Cost-of-living crisis sees clients struggling to pay tax bills

Sahar Nazir
clock 26 July 2024 • 1 min read
Feel Good Friday: MKC Wealth publishes children's books

Feel Good Friday: MKC Wealth publishes children's books

Aimed at teaching primary schoolchildren about managing money

Professional Adviser
clock 26 July 2024 • 1 min read
Special needs financial planning alliance set to launch

Special needs financial planning alliance set to launch

Exclusive: Alliance SENDFA will aim to tackle ‘skills gap’

Sahar Nazir
clock 25 July 2024 • 2 min read