Gunner Co News Today

Fifty per cent of independent advice firm owners are looking to sell or planning their succession in the next two years, according to latest research from Gunner & Co. This is up from 42% in the previous year and suggests a more rapid move towards executing exit strategies, the researchers said. Gunner & Co,

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.

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.

Wren Sterling now operates from 13 offices covering 11 locations

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

Retiring advisers ‘must proactively seek opportunities that align with the true worth of their company’

Mergers and acquisitions in the UK financial services industry reached a 10-year volume high, according to analysis by EY

The M&A market experienced a notable shift in 2020 as a new breed of buyer emerged, targeting multi-adviser firms and driving expansion by acquiring

UK-based wealth management firm Jackson Hodge Wealth has been acquired by industry veteran Tyron Edmonds

Chris is an industry veteran of 35 years and will be retiring from the business to spend more time with family and to pursue his personal interests. Chris