Wren Sterling news Archives - Wren Sterling | Financial Adviser Services

Refer to Wren Sterling in 2023 and help us support our local charities

We’re trying something new in 2023 with the launch of a client referral charitable donation scheme. Every time an existing client refers a friend or family member to us, who then goes on to become a client, we will donate £50 to one of our chosen local charities. Across our UK office network, employees have […]

How will technology affect financial advice?

A crazy few days and what happens next?

Following our initial response to the Mini Budget, Kwasi Kwarteng rows back on his plan. How will this affect UK investors?

Wren Sterling announces acquisition of Critchleys Financial Planning LLP, an Oxford-based financial adviser with £150m of assets under advice

Second acquisition announced since investment by Lightyear Capital as Wren Sterling accelerates its growth strategy Wren Sterling Group, one of the UK’s leading providers of specialist financial planning advice to private and corporate clients, has today announced the completion of its acquisition of Critchleys Financial Planning LLP. Under the terms of the deal, the Critchleys […]

How our services are changing to meet client needs in a changing world

Financial planning is about more than just investment returns. Of course, they’re critical to financial plans succeeding, but recent years have really sharpened our focus on building solutions to meet more of the challenges our clients face, so our advice is truly holistic…

James Twining succeeds Ian Halley as CEO of Wren Sterling

As part of a planned succession, James Twining is joining Wren Sterling on 28th February 2022 as Chief Executive Officer, succeeding Ian Halley, who is stepping down after five and a half years in the role. James joins Wren Sterling from the Kingsbridge Group, a private equity backed specialist insurance broker, where he has been [...]

Wren Sterling has completed its secondary management buyout

Wren Sterling has announced that its secondary management buyout has completed, following approval from the Financial Conduct Authority. In July 2021, Wren Sterling agreed terms on a majority investment from investment funds affiliated with Lightyear Capital LLC (Lightyear) to complete a management buyout from Palatine Private Equity and shareholders. Terms were not disclosed. Lightyear is […]

Wren Sterling financial advisers are FSQS registered.

FSQS accreditation renewal for Wren Sterling

For the third consecutive year, Wren Sterling has been accredited as an FSQS supplier for banks and major financial institutions. Paul Chafer, Chief Commercial Officer said: “This accreditation is a major enabler for us to compete for, and win, large scale corporate contracts evidencing the quality of our organisation. The assessment is rigorous and covers […]

Winner - Excellence Award, Unbiased Trusted Professional Awards 2021

Wren Sterling adviser wins Unbiased award

Graeme Crozier, an Independent Financial Adviser in Wren Sterling's Glasgow Office has scooped Unbiased's Excellence Award in its annual Trusted Professional Award. Graeme was nominated for the award by some of his clients who praised his "patience, attention to detail and empathy with clients' situations". Graeme said: “One client who nominated me for this award [...]

Wren Sterling financial advisers achieve Cyber Essentials Plus accreditation.

Wren Sterling achieves Cyber Essentials Plus Accreditation

Wren Sterling has been accredited with the Cyber Essentials Plus mark. Cyber Essentials is a Government-backed and industry-supported scheme that helps businesses protect themselves against the growing threat of cyber-attacks and provides a clear statement of the basic controls that organisations should have in place to protect themselves. Developed and operated by the National Cyber [...]

Financial advisers can help you review your finances

Wren Sterling appoints Henry Blunt as Acquisitions Director

Wren Sterling has strengthened its executive team with the appointment of Henry Blunt as Acquisitions Director. Henry joins Wren Sterling after eight years at Retiring IFA, where he was Managing Director for the past six years, helping IFAs to sell their businesses to acquiring companies, including Wren Sterling. Henry will report to Ian Halley, Wren […]