Fast-growing national Financial Planning firm Wren Sterling has completed two new acquisitions, buying firms in the South West and Scotland for undisclosed amounts.
It has acquired Keyte Ltd in Taunton and Mackenzie Taylor in Glasgow.
Together, the acquisitions add 1,400 clients and close to £500m in assets to Wren Sterling’s national advice business.
Keyte Ltd is a firm of Chartered Financial Planners based in Taunton, Somerset with around £400m of assets and approximately 1,100 clients.
The business was launched by Robin and Siobhan Keyte more than 25 years ago. Mr Keyte is known nationally through his work with the FCA Smaller Business Practitioner Panel, the CISI Financial Planning Forum Committee and regular appearances in consumer media, including Which? and BBC Radio 4’s Money Box.
Six Financial Planners and five support colleagues will join Wren Sterling and continue to operate from the Taunton office, which will be retained as a regional hub supporting growth across the West of England.
Mackenzie Taylor Asset Management is a boutique advisory firm in Glasgow led by David Canning for more than 15 years. It adds more than 300 clients and approximately £86m in assets into Wren Sterling.
James Twining, CEO of Wren Sterling, said: “These acquisitions deepen our regional presence in two important parts of the UK. Robin Keyte is one of the best-known figures in retail Financial Planning, and David Canning has built a loyal client base in Glasgow over more than 15 years.
“Bringing both teams into Wren Sterling reflects our commitment to working with advisers who share our standards, and to giving their clients access to a broader, well-governed planning proposition.”
The firm also made a series of acquisitions in 2025. The firm completed its planned acquisition of Evans Hart, an established £900m AUM South East financial adviser firm serving 2,450 clients in London and the South East in December.
Wren Sterling had £1.8bn in acquired assets during 2025, with “further deals already contracted.” It is privately owned by private equity firm New York-based Lightyear Capital and its management team.
Wren Sterling Financial Planning is a national firm of Financial Planners with 20 UK offices advising on more than £10bn for clients.