Wren Sterling Acquires Sentinel, BKASL and Rothesay Intelligent Financial Services

Wren Sterling Acquires TW Financial Planning Limited

May 28, 2024

Financial Services

Wren Sterling has acquired TW Financial Planning Limited, a Newcastle-under-Lyme-based advisory firm with three financial planners that services over 750 households and manages approximately £265 million in client assets. The acquisition expands Wren Sterling's national office network into the West Midlands and aims to retain the TW team while leveraging Wren Sterling's technology, central resources and Investment Committee to support future growth.

Wren Sterling Acquires Howe Maxted Financial Services

July 17, 2024

Financial Services

Wren Sterling has acquired Howe Maxted Financial Services, adding around 500 client families and expanding the firm's presence in Kent (Sidcup). The Howe Maxted Group's general insurance business is being sold separately to JM Glendinning.

Lightyear Capital Acquires Wren Sterling

December 27, 2021

Financial Services

Lightyear Capital LLC agreed to acquire a majority stake in UK financial planning firm Wren Sterling from Palatine Private Equity and other shareholders, with Wren Sterling's management remaining significant shareholders. The deal, completed after FCA approval, gives Wren Sterling access to capital to pursue organic growth and selective acquisitions while continuing to expand its UK advice network.

Wren Sterling Group Acquires Critchleys Financial Planning LLP

July 6, 2022

Wealth Management

Wren Sterling Group has acquired Oxford-based Critchleys Financial Planning LLP, bringing approximately 300 households and about £150 million of assets under advice into Wren Sterling. The deal creates a new Oxfordshire hub for Wren Sterling and is a bolt-on acquisition aligned with the firm's strategy to expand its regional hubs and grow AuM following its Lightyear Capital-backed secondary management buyout.

Mercer Advisors Acquires Wrenn Financial Strategies

January 13, 2022

Financial Services

Mercer Advisors (Mercer Global Advisors, Inc.) has acquired Wrenn Financial Strategies, a Raleigh, North Carolina-based wealth management firm with approximately $238 million in AUM serving over 150 clients. The deal brings Wrenn's advisory team into Mercer as part of the founders' succession/transition plan and expands Mercer's presence in the Carolinas.

Wren Sterling Acquires In Focus Group (In Focus, Certus, Hughes Carne)

August 19, 2024

Wealth Management

Wren Sterling has completed the acquisition of the In Focus Group (comprising In Focus, Certus and Hughes Carne), bringing approximately £450 million of client assets and 2,500 clients into the Wren Sterling Group. Nine advisers and ten support staff have transferred to Wren Sterling and the In Focus Group’s Fareham office will become Wren Sterling’s new Solent office, strengthening the buyer’s presence across the south coast (Southampton, Portsmouth and surrounding area).