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Wren Sterling buys Leamington Spa-based financial planning firm

October 6, 2022

National IFA Wren Sterling has purchased HB&O Financial services, a Leamington Spa-based financial planning firm serving more than 850 clients, subject to regulatory approval.

United Kingdom General United Kingdom Argyll And Bute Borough Of Cheshire East West Midlands James Twining

Source: professionaladviser.com

Wren Sterling adds £250m in AUM with third acquisition this year

October 6, 2022

Wren Sterling Group has announced today (6 October) the acquisition of chartered firm HB&O Financial Services. This is Wren Sterling’s third acquisition since its secondary management buyout by private equity firm Lightyear Capital late last year.

United Kingdom Leamington Spa West Midlands United Kingdom General Ian Halley James Twining

Source: moneymarketing.co.uk

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Wren Sterling buys Leamington Spa-based financial planning firm

Wren Sterling adds &#xA3;250m in AUM with third acquisition this year

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Wren Sterling adds £250m in AUM with third acquisition this year