Wren Sterling strikes first takeover deal of 2024
- Thursday, 28 March 2024
- Articles
National Financial Planner Wren Sterling has completed its first acquisition of 2024 with a deal to buy £265m AUM Newcastle-under-Lyme firm TW Financial Planning.
Read more...Wren Sterling relaunches employee benefits arm
- Friday, 01 December 2023
- Articles
Expanding national Financial Planning firm Wren Sterling has relaunched its employee benefits business under a new brand called Workplace.
Read more...Wren Sterling acquisitions add £400m AUM
- Tuesday, 19 September 2023
- Articles
Wren Sterling’s summer acquisitions have added £400m AUM to the firm after it took over Guildford-based IFA Messer & Matthews in July and in August acquired a majority stake in Cornwall-based The Stockdale Group.
Read more...Wren Sterling acquires Cornwall Planner
- Wednesday, 02 August 2023
- Articles
Wren Sterling has acquired Cornwall-based Financial Planning firm Stockdale & Co.
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