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Wren Sterling boosts Northern Ireland presence with double acquisition

National IFA firm Wren Sterling has consolidated its presence in Northern Ireland with an acquisition and merger of two adviser firms.

North downUnited kingdomBorough of cheshire eastSt helensNorthern irelandJames twiningMorfitt turnbullAndrew plattWren sterling groupHbo financial servicesWren sterlingBennett financial planningAspects financialCallisto wealthSterling groupChartered financial planner andrew

Wren Sterling adds £400m of assets with trio of acquisitions

Wren Sterling Group has acquired three more advice businesses adding a combined £400m in assets and 2,000 clients to its books.

Borough of cheshire eastUnited kingdomNorthern irelandMorfitt turnbullJames twiningAndrew plattWren sterlingRalston bennett financial planningAspects financialCallisto wealthGlasgow based active wealth managementMutual financialJames twining

Wren Sterling DFM hires consultancy to boost proposition roll out

Wren Sterling’s discretionary fund manager (DFM) has appointed a consultancy to provide analytics and research services as it looks to accelerate its roll out.

Glasgow cityUnited kingdomLeamington spaRory mcphersonHenry cobbeMorfitt turnbullHbo financial servicesWren sterling groupWren sterlingMutual financialElston consultingFinancial servicesKnutsford based morfittActive wealthElston consultingWren sterling

Wren Sterling finalises acquisition of advice firm in Warwickshire

National IFA Wren Sterling has confirmed the completion of its acquisition of Leamington Spa firm HB&O Financial Services.

Borough of cheshire eastUnited kingdomMorfitt turnbullCritchleys financial planningMutual financial managementKnutsford based morfittSuccession planningWren sterling

The Morning Briefing: Wren Starling acquisition trail and Solla worth the slog

Good morning and welcome to your Morning Briefing for Thursday 8 December 2022. To get this in your inbox every morning click here. Wren Starling acquisition trail National IFA the Wren Sterling Group has bought Morfitt & Turnbull, which boasts around £270m of client assets. Its managing director Gareth Shaw and

New yorkUnited statesGlasgow cityUnited kingdomBorough of cheshire eastMashonaland eastCity ofSam bankmanGareth shawKen wottonJason mitchellMichael meehanMorfitt turnbullWren sterling groupCharity commissionNucleus financial platforms group

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