Wren Sterling acquisitions add £400m AUM
- Tuesday, 19 September 2023
- Articles
Wren Sterling’s summer acquisitions have added £400m AUM to the firm after it took over Guildford-based IFA Messer & Matthews in July and in August acquired a majority stake in Cornwall-based The Stockdale Group.
Read more...Wren Sterling acquires Cornwall Planner
- Wednesday, 02 August 2023
- Articles
Wren Sterling has acquired Cornwall-based Financial Planning firm Stockdale & Co.
Read more...Wren Sterling moves into NI with double acquisition
- Thursday, 11 May 2023
- Articles
Nottingham-based Financial Planner Wren Sterling has expanded into Northern Ireland with the acquisition of Ralston Bennett Financial Planning and Aspects Financial.
Read more...Wren Sterling buys 2 firms to add £330m in AUM
- Wednesday, 22 March 2023
- Articles
Fast-expanding Nottingham-based Financial Planner Wren Sterling has completed two acquisitions, Active Wealth Management and HB&O Financial Services, adding 860 clients and £330m in assets.
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