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...

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