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

Financial planning career appeals to only 21% of young people

Financial planning career appeals to only 21% of young people

‘Perception gap’ a major barrier to new talent

Isabel Baxter
clock 13 January 2026 • 2 min read
FOS aims to resolve 245,000 cases in 2026/27

FOS aims to resolve 245,000 cases in 2026/27

Continuing to work with FCA on redress improvements

Isabel Baxter
clock 13 January 2026 • 2 min read
Titan Wealth moves to buy Chester-based advice firm Innes Reid

Titan Wealth moves to buy Chester-based advice firm Innes Reid

Deal would add £590m of assets under advice

Sahar Nazir
clock 13 January 2026 • 2 min read