Wren Sterling bags £300m in new assets with triple acqusition

Nottingham-based financial planning firm Wren Sterling has snapped up three firms, adding over £300m in assets under management (AUM) and hundreds of new clients.

The deals, which introduce around 520 new clients to the firm, mark another step in its plan to expand its national presence by acquiring businesses in key locations.

The acquisitions include JLS Associates, based near Perth, which will integrate with Wren Sterling’s Glasgow team, Investment Choices, a Kent-based firm that enhances the company’s reach in the South-East and Broadway Financial Planning in the Cotswolds, strengthening its Oxford-based operations.

With these latest additions, Wren Sterling’s total AUM now stands at approximately £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.”