Wren Sterling news
What might change in the 2021 Budget?
Rishi Sunak is going to deliver what is probably the most significant budget since the Second World War on March 3rd. The government has spent colossal amounts on the Covid crisis in the last 12 months and as the vaccine programme is in full swing, attention is being turned to how the nation repays the [...]
Wren Sterling announces first acquisition of 2021 with deal for West Yorkshire advisory firm
Wren Sterling has completed a deal for Ilkley-based financial advisory practice, White Wells Investments LLP. White Wells has around £50m of client assets under advice, and under the terms of the deal, the firm’s principal, Michael Dunn, has joined Wren Sterling as an employed adviser. The acquisition is Wren Sterling’s first transaction of 2021 and […]
Wren Sterling hires Sales Director
Wren Sterling has announced the appointment of St James’s Place Partnership Support Director, Chris Faerber, as its Sales Director. The position is a new role and will make Faerber responsible for Wren Sterling’s sales channels, which had been reporting into CEO Ian Halley and CCO, Paul Chafer, on an interim basis. Faerber has a long [...]
Press release: Woking IFA acquired by Wren Sterling
Wren Sterling has completed a deal with Corimar Holdings Ltd to purchase the assets of Frobisher Capital Ltd, an independent financial advisory business based in Woking. John Westlake an adviser with Frobisher, will retire following a short handover with Wren Sterling and fellow IFA, Murray Peterman, has joined Wren Sterling on a full-time basis. The […]
How Wren Sterling helped out in the Coronavirus crisis
Wren Sterling’s team reveal some of the ways they’ve helped out in the Covid-crisis; from volunteering to keeping people’s spirits up.
Wren Sterling acquires T D Armstrong
Wren Sterling has announced the acquisition of T D Armstrong, a Dunfermline-based independent financial planning business.
Wren Sterling adopts Pension Transfer Gold Standard
Wren Sterling has signed up to the Pension Transfer Gold Standard, a new mark of quality in the pension transfer market awarded by the Personal Finance Society (PFS).
New Nottingham office for Wren Sterling
Wren Sterling’s Nottingham office has relocated to new premises on Derby road in Nottingham city centre.
Wren Sterling registered as FSQS supplier for banks and major financial institutions
Wren Sterling has successfully attained registered status on the FSQS supplier qualification system, a benchmark used by major UK banks and financial institutions when selecting suppliers. Paul Chafer, Wren Sterling's Chief Commercial Officer says the award is central to Wren Sterling's growth plans, enabling it to expand the work it already does in the banking [...]- 1
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