Wren Sterling Acquires TW Financial Planning Limited
May 28, 2024
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.
- Buyers
- Wren Sterling
- Targets
- TW Financial Planning Limited
- Industry
- Financial Services
- Location
- Staffordshire, United Kingdom
- Transaction Type
- Buyout
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