Wren Sterling

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

Companies

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

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

clock 05 March 2025 • 1 min read
Wren Sterling makes third deal this year adding £450m in assets

Companies

Wren Sterling makes third deal this year adding £450m in assets

National IFA has snapped up Fareham-based In Focus Group

clock 13 August 2024 • 1 min read
Wren Sterling buys financial planning arm of insurance agency

Companies

Wren Sterling buys financial planning arm of insurance agency

Adding £200m in assets and 500 families to its client bank

clock 17 July 2024 • 1 min read
Wren Sterling adds £265m in client assets in latest deal

Your profession

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

First advisory firm purchase of 2024 for national financial planner

clock 28 March 2024 • 1 min read
Wren Sterling makes double acquisition adding £400m in AUM

Companies

Wren Sterling makes double acquisition adding £400m in AUM

Added 1,000 to its books through two advisory deals

clock 21 September 2023 • 1 min read
Wren Sterling acquires Cornwall-based IFA Stockdale & Co

Your profession

Wren Sterling acquires Cornwall-based IFA Stockdale & Co

Latest deal sees acquisition of firm that has been in operation since 1995

clock 01 August 2023 • 1 min read
Wren Sterling expands Northern reach as it acquires Callisto Wealth

Your profession

Wren Sterling expands Northern reach as it acquires Callisto Wealth

Strategic move to bolster Wren Sterling's position in the wealth management sector

clock 02 June 2023 • 1 min read
Wren Sterling adds £400m of assets with trio of acquisitions

Your profession

Wren Sterling adds £400m of assets with trio of acquisitions

Two purchases in Northern Ireland and one in St Helens

clock 11 May 2023 • 1 min read
Clients should 'take advantage' of the removal of LTA

Your profession

Clients should 'take advantage' of the removal of LTA

Clients told to capitalise on abolition of lifetime allowance

clock 03 May 2023 • 2 min read
Wren Sterling DFM hires consultancy to boost proposition roll out

Investment

Wren Sterling DFM hires consultancy to boost proposition roll out

Elston Consulting will provide research and analytics services

clock 13 April 2023 • 1 min read