Wren Sterling makes trio of acquisitions taking AUM to £9bn

Latest buys add more than £300m AUM to the national IFA

Isabel Baxter
clock • 1 min read

Wren Sterling has made three IFA business acquisitions, adding more than £300m in assets under management (AUM).

The national IFA firm has snapped up JLS Associates near Perth which has joined its Glasgow team, Kent-based Investment Choices has expanded its growing presence in the South-East, and Broadway Financial Planning, located in the Cotswolds, has boosted its Oxford-based team. Wren Sterling has gained about 520 clients through the acquisitions, as it continued its strategy of "acquiring profitable firms that are geographically well-positioned to support its growth". In total, the three deals have brought in more than £300m of AUM. Wren Sterling's total assets now stand at about £9bn. ...

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 Companies

Quilter swoops two Shackleton advisers in latest AR additions

Quilter swoops two Shackleton advisers in latest AR additions

Five more firms join the network

Isabel Baxter
clock 28 November 2025 • 1 min read
Wealth manager Pello Capital declared failed by FSCS after investigation

Wealth manager Pello Capital declared failed by FSCS after investigation

More than 90 claims over pensions advice

Isabel Baxter
clock 28 November 2025 • 2 min read
Team confirms WH Ireland acquisition creating £2bn wealth and asset manager

Team confirms WH Ireland acquisition creating £2bn wealth and asset manager

Headquartered in Jersey

Jenna Brown
clock 27 November 2025 • 1 min read