Saturday, November 23, 2024

Nottingham-headquartered financial planning business makes acquisition in Kent

Nottingham-headquartered financial planning business, Wren Sterling, has snapped up Howe Maxted Financial Services.

Based in Sidcup in Kent, the Howe Maxted Group consists of Howe Maxted Financial Services and Howe Maxted General Insurance which is being acquired separately by JM Glendinning.

Wren Sterling now operates from 14 offices covering 12 locations across the UK with other deals at advanced stages, which will further grow its network.

James Twining, Wren Sterling’s CEO, said: “I’m delighted to welcome Howe Maxted Financial Services with their distinguished heritage and enduring client relationships. The team comprises very impressive professionals with the right blend of experience and enthusiasm for delivering for their clients.

“They have built a strong business through loyal client relationships and an excellent referral culture with the general insurance business that was part of the same group.

“Kent is a location we have targeted for some time because of its wealth and proximity to London, which will allow our teams to work closely together and help grow our business organically. The proposition that we have built for Wren Sterling clients will also be a great fit for Howe Maxted’s client, including Magnus, our discretionary fund management business.”

John Austin and David Baker, Directors of Howe Maxted Group, said: “With origins dating back over a century we are proud to have provided quality solutions to thousands of clients over many generations.

“Wren Sterling offers an enhanced range of financial planning services, shared values, and greater opportunities to benefit our clients for many years to come. Our focus remains on delivering personalised, high value planning services to clients within the security and framework of a national organisation.’’

A message from the Editor:

Thank you for reading this story on our news site - please take a moment to read this important message:

As you know, our aim is to bring you, the reader, an editorially led news site and magazine but journalism costs money and we rely on advertising, print and digital revenues to help to support them.

With the Covid-19 pandemic having a major impact on our industry as a whole, the advertising revenues we normally receive, which helps us cover the cost of our journalists and this website, have been drastically affected.

As such we need your help. If you can support our news sites/magazines with either a small donation of even £1, or a subscription to our magazine, which costs just £33.60 per year, (inc p&P and mailed direct to your door) your generosity will help us weather the storm and continue in our quest to deliver quality journalism.

As a subscriber, you will have unlimited access to our web site and magazine. You'll also be offered VIP invitations to our events, preferential rates to all our awards and get access to exclusive newsletters and content.

Just click here to subscribe and in the meantime may I wish you the very best.









Latest news

Related news

By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close