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Wren Sterling acquires Oxford-based financial planning firm

National IFA firm Wren Sterling has bought Critchleys Financial Planning, an Oxford-based financial adviser with £150m of assets under advice (AUA), as the firm accelerates its growth strategy.

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National IFA Wren Sterling buys advice and DFM business

Wren Sterling has acquired Mutual Financial Management, an IFA based in Wilmslow, Cheshire, and MDFM a discretionary fund manager.

United kingdom generalUnited kingdomArgyll and buteCity ofAustin hutchinsonIan halleyHenry bluntIan darbyWren sterling groupRothesay intelligent financial servicesBookeeping administration servicesWren sterlingLightyear capitalSentinel private clientsNorth westMutual financial management

National IFA Wren Sterling hires Henry Blunt to spearhead acquisition strategy

Wren Sterling has strengthened its executive team with the appointment of Henry Blunt as acquisitions director.

United kingdom generalUnited kingdomArgyll and buteCity ofIan halleyRothesay intelligent financial servicesBookeeping administration servicesWren sterlingProfessional adviserSentinel private clientsLightyear capitalRetiring ifaWren sterlingIan halleyHenry blunt

IFA firm completes management buyout

IFA firm completes management buyout
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