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Keyte Ltd in Taunton and Mackenzie Taylor in Glasgow strengthen regional advice hubs
Wren Sterling, one of the UK’s leading national financial planning firms, has continued the execution of its strategy to build a scaled, high quality advice business, completing two complementary acquisitions at the start of 2026.
The firm has acquired Keyte Ltd, a respected firm of Chartered Financial Planners based in Taunton, Somerset, and has also completed the acquisition of Mackenzie Taylor Asset Management, a boutique advisory firm in Glasgow. Together, the acquisitions add nearly 1,400 clients and close to £500m in assets to Wren Sterling’s national advice business.
Both transactions support Wren Sterling’s long-term strategy of combining locally rooted advisory teams with a broad, well-governed financial planning proposition, enabling advisers to deliver consistent advice while preserving the personal relationships that matter most to clients.
The acquisition of Keyte Ltd brings around £400m of assets and approximately 1,100 clients. Over 25 years Robin and Siobhan Keyte built the business based on a strong reputation for accessible, client focused advice delivered by a dynamic graduate team. Robin, a highly regarded figure in financial planning, is well known nationally through his work with the FCA Smaller Business Practitioner Panel, the CISI Financial Planning Forum Committee, and regular appearances in consumer media including Which? and BBC Radio 4’s Money Box.
Six Financial Planners and five support colleagues will join Wren Sterling and continue to operate from the Taunton office, which will be retained as a regional hub supporting growth across the West of England.
Keyte clients will have access to a range of professionally governed investment solutions, including discretionary investment management services provided by Magnus to Wren Sterling clients. This includes a new Ethical Model Portfolio Service, managed and governed by Magnus, aligned to client preferences and delivered through a discretionary framework.
Wren Sterling has also completed the acquisition of Mackenzie Taylor Asset Management. The Glasgow-based firm, led by David Canning for more than 15 years, brings over 300 clients and approximately £86m in assets into Wren Sterling.
Mackenzie Taylor clients will benefit from access to Wren Sterling’s broader financial planning capability, alongside the option to use professionally managed discretionary investment solutions. This supports robust investment governance and long-term client outcomes, while maintaining continuity of advice.
The acquisitions follow the recent completion of the Brunsdon Financial transaction and form part of a strong acquisition pipeline for 2026.
James Twining, CEO of Wren Sterling, commented:
“These acquisitions deepen our regional presence in two important parts of the UK. Robin Keyte is one of the best-known figures in retail financial planning, and David Canning has built a loyal client base in Glasgow over more than 15 years. Bringing both teams into Wren Sterling reflects our commitment to working with advisers who share our standards, and to giving their clients access to a broader, well-governed planning proposition.”
Robin Keyte, Founder of Keyte Ltd, added:
“We chose Wren Sterling because of the strength and breadth of its proposition and its clear commitment to supporting advisers and clients over the long term. This move allows us to enhance what we offer to clients while reducing complexity for our team.”
David Canning, Founder of Mackenzie Taylor Asset Management, said:
“Joining Wren Sterling gives our clients access to a wider range of planning capability and professionally governed investment solutions, while allowing us to build on the relationships we have developed over many years.”
