Fast-growing national Financial Planning firm Wren Sterling has appointed Gareth Edwards as Financial Planning director to replace Austin Hutchinson who has moved to a new role of chief growth officer.
Fast-growing national Financial Planning firm Wren Sterling has completed two new acquisitions, buying firms in the South West and Scotland for undisclosed amounts.
Expanding national Financial Planning firm Wren Sterling has acquired Gloucester-based financial advice firm Brunsdon Financial bringing £265m of assets under advice.
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.
Expanding national Financial Planner Wren Sterling has acquired £700m AUM City Financial in Scotland to double its presence north of the border.
National Financial Planning firm Wren Sterling has added £300m in assets under management with three acquisitions, nudging up total assets to £9bn.
Ian Darby, executive chairman of acquisitive national Financial Planning The Wren Sterling Group, retired from the business at the end of 2024 although he will remain a significant shareholder.
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