Nottingham financial planning firm Wren Sterling has welcomed around 520 clients through a trio of acquisitions, as it continues its strategy of acquiring profitable firms that are geographically well-positioned to support its growth.
JLS Associates near Perth will join Wren Sterling’s Glasgow team, Investment Choices, a Kent-based business, will expand Wren Sterling’s growing presence in the South-East, and Broadway Financial Planning, located in the Cotswolds, will help expand Wren Sterling’s Oxford-based team.
Together, the three deals bring in over £300m of assets under management, taking Wren Sterling’s total assets to around £9bn.
James Twining, Chief Executive Officer at Wren Sterling, said: “Wren Sterling had a strong year for acquisitions in 2024 and it’s great to get 2025 underway so decisively. Through these deals we are able to improve our client offering for both new and existing clients and bring hugely talented people into the Group for the benefit of all.
“Our dedicated integration team has the skills and experience to ensure that client and staff disruption is minimised and that advisers are given a stronger platform with which to serve their clients.
“We expect to complete more transactions throughout 2025 and beyond and, with our financing in place, remain eager to partner with firms that share our client first values and entrepreneurial culture.”
