Expanding national Financial Planning firm Wren Sterling has 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.

The deal, for an undisclosed sum, means Wren Sterling has added £1.8bn in acquired assets during 2025, with “further deals already contracted.”

The takeover will add 28 new staff to Wren Sterling, working in four offices.

Evans Hart, which has been in business for 40 years, has offices in Fleet Street in London, Kingston, Bookham and Deddington.

Nottingham-based Wren Sterling says that the Evans Hart team works with a predominantly high-net-worth client base that “aligns closely” with Wren Sterling’s proposition and brand.

Wren Sterling 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 13 UK offices advising on more than £12.5bn for clients.

James Twining, CEO of Wren Sterling, said: “Evans Hart and its people are a fantastic addition to Wren Sterling. Their long-standing client relationships, high-calibre advisers and strong proportion of higher net worth clients align perfectly with our brand and service standards.”

“This deal also strengthens our geographic footprint, giving us a new London hub and creating a powerful network across the South East alongside our existing offices in Oxford, Sidcup and Shepperton.”

Stephen Evans, managing director of Evans Hart, said: “For nearly 40 years, helping clients achieve their long-term financial goals has been the heart of our business.

"As we looked to the future, we wanted a partner that shares those values and could take on more of the operational and regulatory burden, so our advisers can dedicate even more time to the people we serve."