Wren Sterling continues acquisition trail and names new CIO
National IFA the Wren Sterling Group has bought Morfitt & Turnbull, which boasts around £270m of client assets.
Source: moneymarketing.co.uk
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Wren Sterling buys Leamington Spa-based financial planning firm
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.
Source: professionaladviser.com
Wren Sterling adds £250m in AUM with third acquisition this year
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.
Source: moneymarketing.co.uk
Wren Sterling acquires Oxford-based financial planning firm
National IFA firm Wren Sterling has bought Critchleys Financial Planning, an Oxford-based financial adviser with £150m of assets under advice (AUA), as the firm accelerates its growth strategy.
Source: professionaladviser.com
Wren Sterling buys Oxford-based financial planning firm
National advisory firm Wren Sterling has bought Oxford-based IFA Critchleys Financial Planning, adding £150m to its assets under advice.
Source: moneymarketing.co.uk