Wren Sterling acquisitions add £400m AUM

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.

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Wren Sterling acquires Cornwall Planner

Wren Sterling has acquired Cornwall-based Financial Planning firm Stockdale & Co.

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Wren Sterling moves into NI with double acquisition

Nottingham-based Financial Planner Wren Sterling has expanded into Northern Ireland with the acquisition of Ralston Bennett Financial Planning and Aspects Financial.

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Wren Sterling buys 2 firms to add £330m in AUM

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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