Following our initial response to the Mini Budget, Kwasi Kwarteng rows back on his plan. How will this affect UK investors?
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 […]
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…
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 […]
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 […]
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 […]
21/07/2021. Wren Sterling is pleased to announce that it has secured a majority investment from investment funds affiliated with Lightyear Capital LLC (Lightyear) to complete a management buyout from Palatine Private Equity and shareholders, subject to FCA approval. Terms were not disclosed. Lightyear is a New York-based financial services private equity firm with a dedicated […]