Our Story

Wren Sterling has been providing financial advice to clients across the UK since 2015. These are our key moments


March 2015

Towergate Financial acquired in a management buy-out by Palatine Private Equity and Wren Sterling is created

April 2015

Pension Freedoms come into effect

July 2015

The Darlington Building Society becomes the latest society to partner with Wren Sterling and offer financial advice in its 11 branch network

September 2016

Ian Halley joins Wren Sterling as Chief Executive Officer

October 2016

Wren Sterling signs a deal with Leek United Building Society to provide financial advice in its 12 branches

December 2016

Wren Sterling completes a deal for 17,000 clients from Allied Irish Bank

January 2017

Tipton & Coseley Building Society and Mansfield Building Society signs financial advice agreements with Wren Sterling

March 2018

Wren Sterling attains registered status on the FSQS supplier qualification system, a benchmark used by major UK banks and financial institutions when selecting suppliers.

June 2018

Wren Sterling wins a contract to advise retiring members of BP’s pension scheme

November 2018:

Wren Sterling named a top 100 IFA by FT Adviser

April 2019

Apprenticeships Scheme launched with seven apprentices

April 2019

Wren Sterling’s Nottingham office relocates to a new 10,000 sq ft site on Derby Road

July 2019:

Wren Sterling acquires TD Armstrong, a financial planning firm based in Dunfermline

December 2019:

Wren Sterling launches impact investing option for clients

August 2020:

Wren Sterling acquires Frobisher Capital Ltd, a financial planning firm based in Woking

October 2020:

Wren Sterling is once again named in the FT Adviser Top 100 IFA list