We’re delighted to welcome so many new financial planners and clients to Wren Sterling over the last twelve months.
As part of a strategy to grow our business and in particular our geographic locations, we have acquired a number of financial advice firms that share our commitment to client service.
Since the summer of 2022, through our acquisitions process we’ve opened an office in Oxford, Wilmslow in Cheshire, Leamington Spa, and the recent acquisition of two businesses in Northern Ireland means we have a permanent presence in the Belfast area too.
Added to that, we’ve also welcomed clients of Active Wealth Management, Morfitt & Turnbull, and Callisto Wealth who will be supported by our teams in Glasgow and Wilmslow, respectively.
As part of our location strategy, we did decide to merge our Nottingham and Grantham offices, as they’re so close geographically, in April 2023. Our Grantham team now works at the nearby Nottingham office, or remotely.
What this means for our clients
Firstly, if a client relocates to a different part of the UK, they can be increasingly confident that Wren Sterling will have a financial planner local to them, should they not want to continue a remote relationship with their existing adviser.
More fundamentally, bringing these financial planners into Wren Sterling has given us a huge amount of insight from years of running successful financial advice firms where providing a personalised service has been the key to their success.
We’re using this insight to continually review and enhance our client proposition, which is the service we provide to our clients.
What’s more, the more clients we have, the better deals we are able to strike with investment managers and platform providers on behalf of our clients.
As we acquire more firms and bring their clients into Wren Sterling, we will post the news on our website and in future editions of Money Matters.