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Deal struck for financial planning business

March 28, 2024

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

Source: insidermedia.com

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

March 28, 2024

Wren Sterling now operates from 13 offices covering 11 locations

United Kingdom West Midlands United Kingdom General Gwill Evans Chris Devey James Twining

Source: international-adviser.com

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Gwill Evans News Today

Deal struck for financial planning business

UK's Wren Sterling adds &#xA3;265m of client assets with its first adviser acquisition of 2024

Explore More Categories

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