Wren Sterling Acquires Howe Maxted Financial Services

Howden Acquires Maven Financial Planning Limited

April 30, 2026

Financial Services

Howden, the insurance intermediary group, has acquired Maven Financial Planning Limited to establish and expand Howden Ireland’s Life and Pensions and wider financial advisory presence in Galway and the west of Ireland. The deal is subject to Central Bank of Ireland regulatory approval, and Maven’s team will join Howden Ireland to continue supporting long-standing client relationships.

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 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.

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 Acquires Sentinel, BKASL and Rothesay Intelligent Financial Services

June 7, 2021

Wealth Management

Wren Sterling completed three acquisitions in the first half of 2021, buying Sentinel Private Clients Limited (Warwickshire), Bookeeping Administration Services Ltd (Cardiff) and Rothesay Intelligent Financial Services Ltd (Bedfordshire). The deals add roughly £294m of client assets and about 550 clients to Wren Sterling as it continues a roll-up strategy supported by acquisition funding partner DunPort Capital Management.