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Wren Sterling is delighted to announce the acquisition of Broadway Financial Planning Ltd on the 3rd February 2025. All Broadway clients have been informed of the transaction and the Broadway office remains open and staff have transferred their employment to Wren Sterling.
Broadway Financial Planning acquired by Wren Sterling
Our Broadway Advice Team
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Keri Carter
Certified Financial PlannerKeri qualified as a Certified Financial Planner™ in 2007 and went on to be announced as the inaugural winner of the CFP™ Professional of the Year…Read more -
Jess McGuigan
Chartered Financial PlannerJess is a Chartered Financial Planner based in Oxford and the Cotswolds. She has worked in Financial Service for 11 years. Jess can advise on a wide…Read more
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Keri Carter
Certified Financial PlannerKeri qualified as a Certified Financial Planner™ in 2007 and went on to be announced as the inaugural winner of the CFP™ Professional of the Year…Read more -
Jess McGuigan
Chartered Financial PlannerJess is a Chartered Financial Planner based in Oxford and the Cotswolds. She has worked in Financial Service for 11 years. Jess can advise on a wide…Read more