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- First deal of 2026 adds £265m of AuM and demonstrates Wren Sterling’s proven integration capability
- 800 households, 8 advisers and 9 administrative and compliance colleagues join the company
- £130m of client assets successfully transitioned pre-completion to Wren Sterling’s sister business, the discretionary fund manager Magnus
30 January 2026 – Wren Sterling, the fast-growing national advice firm, has started 2026 with another strategic acquisition, welcoming Gloucester based Brunsdon Financial to the Group.
Brunsdon advises nearly 800 households with around £265m of assets under advice and brings 8 advisers and 9 colleagues across operations and central functions into Wren Sterling.
The acquisition further strengthens Wren Sterling’s footprint across the Cotswolds and the South-West, complementing its existing offices in Broadway and Oxford and reinforces the company’s long-term strategy of building a scaled, high-quality national financial advice business.
Prior to legal completion, Wren Sterling and Brunsdon worked together to transition approximately £130m of client assets to Magnus, Wren Sterling’s sister company that provides discretionary fund management services. This pre-completion migration enabled many of Brunsdon’s clients to benefit immediately from lower investment charges, enhanced governance and client-servicing infrastructure.
James Twining, CEO of Wren Sterling, commented:
“Brunsdon is a high-quality business, with deep local roots, strong introducer relationships and a very capable team. It has built an excellent reputation in the Gloucester area, so I’m delighted to be welcoming it to Wren Sterling.
“What particularly stood out during this transaction was the way our proposition delivered tangible benefits for clients and colleagues even before the deal completed. The Brunsdon team successfully transitioning £130m of assets into our sister company Magnus, ahead of completion, demonstrated the maturity of our investment and operational capabilities and the confidence both firms had in the integration process.
“This transaction is a clear example of how we approach acquisitions: integrating businesses in a way that improves client outcomes, supports advisers and teams, and allows firms to join a platform that is built for long-term, sustainable success.”
Marcus Gommery, Managing Director of Brunsdon Financial, added:
“From the outset, Wren Sterling demonstrated a thoughtful, collaborative and highly professional approach. The pre-completion work gave us real confidence that this was the right long-term home for Brunsdon, our clients and our team.
“The scale and depth of the Wren Sterling platform significantly broadens the services we can offer, while the investment fee reductions secured through Magnus have delivered immediate benefits for clients. We are also excited about the opportunities this deal creates for our people to be part of a growing national business.”