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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?