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Wren Sterling completes first acquisition of 2024

Wren Sterling has completed its first acquisition of 2024, TW Financial Planning. TW Financial Planning is based in Newcastle-under-Lyme, and has three financial planners. ....

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Deal struck for financial planning business

National financial planning business Wren Sterling has completed its first acquisition of 2024 with a deal for a Staffordshire business which manages approximately £265m on behalf of its clients. ....

West Midlands , United Kingdom General , United Kingdom , Gwill Evans , Chris Devey , James Twining , Investment Committee , Gunner Co , Wren Sterling , Thompson Wright Chartered Accountants ,

UK's Wren Sterling adds £265m of client assets with its first adviser acquisition of 2024

Wren Sterling now operates from 13 offices covering 11 locations ....

United Kingdom , West Midlands , United Kingdom General , Gwill Evans , Chris Devey , James Twining , Investment Committee , Gunner Co , Wren Sterling , Thompson Wright Chartered Accountants ,

Cover story: Making trends and influencing people

With uncertainty all around, which key trends will shape the future of financial advice? ....

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Six value drivers buyers are looking for in advice firms

Six value drivers buyers are looking for in advice firms
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