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  • Wren Sterling acquires £700m AUM Scottish Financial Planner

    Expanding national Financial Planner Wren Sterling has acquired £700m AUM City Financial in Scotland to double its presence north of the border.

  • Wren Sterling adds £300m AUM with trio of acquisitions

    National Financial Planning firm Wren Sterling has added £300m in assets under management with three acquisitions, nudging up total assets to £9bn.

  • Ian Darby retires as executive chair of Wren Sterling

    Ian Darby, executive chairman of acquisitive national Financial Planning The Wren Sterling Group, retired from the business at the end of 2024 although he will remain a significant shareholder.

  • Wren Sterling acquires Financial Planning firm

    Ian Halley
  • Wren Sterling makes Surrey acquisition

    Ian Halley, Wren Sterling’s CEO
  • Wren Sterling completes triple acquisition

    Ian Halley, Wren Sterling’s CEO, said the firm expects to make further acquisitions this year
  • Wren Sterling snaps up Critchleys Financial Planning 

    Wren Sterling website
  • Wren Sterling buys £250m AUM Midlands Planner

    Wren Sterling CEO James Twining
  • Wren Sterling buys £270m AUM North West adviser

    James Twining, chief executive of Wren Sterling
  • Wren Sterling buys 2 firms to add £330m in AUM

    James Twining, chief executive, Wren Sterling
  • Wren Sterling moves into NI with double acquisition

    James Twining, CEO of Wren Sterling
  • Wren Sterling acquires Cornwall Planner

    Wren Sterling's website
  • Wren Sterling acquisitions add £400m AUM

    Wren Sterling website
  • Wren Sterling relaunches employee benefits arm

    Wren Sterling's new Workplace arm
  • Wren Sterling strikes first takeover deal of 2024

    Wren Sterling CEO James Twining
  • Wren Sterling buys £200m AUM Kent Financial Planner

    L-R: David Baker and John Austin
  • Wren Sterling snaps up south coast adviser

    Wren Sterling website

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