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Financial Planning Guides
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Flexible Benefits
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Managing Corporate Pension Risk
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Raconteur and The Sunday Times: Pensions & Retirement
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Personal Financial Services
Financial advice
Investments
Impact Investing
Protection
Retirement Planning
Pensions Advice
Pension freedoms
Defined Benefit pension advice
Later life planning
Understanding Your Finances
Financial Planning Guides
Business Services
Company Pension Schemes
Financial advice for Barristers
Flexible Benefits
Business Protection
Financial Education
Personal Financial Planning for Executives
Managing Corporate Pension Risk
Auto Enrolment and Auto Re-Enrolment
About
Our People
Our Investment Committee
Our Partners
Our Values
Our Story
Careers
Blog
Read Money Matters magazine
Raconteur and The Sunday Times: Pensions & Retirement
Login
Contact Us
Nottingham
London
Glasgow
Surrey
Warwick
Halifax
Grantham
Oxford
Wilmslow
Leamington Spa
Personal Financial Services
Financial advice
Investments
Impact Investing
Protection
Retirement Planning
Pensions Advice
Pension freedoms
Defined Benefit pension advice
Later life planning
Understanding Your Finances
Financial Planning Guides
Business Services
Company Pension Schemes
Financial advice for Barristers
Flexible Benefits
Business Protection
Financial Education
Personal Financial Planning for Executives
Managing Corporate Pension Risk
Auto Enrolment and Auto Re-Enrolment
About
Our People
Our Investment Committee
Our Partners
Our Values
Our Story
Careers
Blog
Read Money Matters magazine
Raconteur and The Sunday Times: Pensions & Retirement
Login
Contact Us
Nottingham
London
Glasgow
Surrey
Warwick
Halifax
Grantham
Oxford
Wilmslow
Leamington Spa
Our Story
Wren Sterling has been providing financial advice to clients across the UK since 2015. These are our key moments
2015
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
2016
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
2017
January 2017
Tipton & Coseley Building Society and Mansfield Building Society signs financial advice agreements with Wren Sterling
2018
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
2019
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
2020
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
2021
February 2021
Wren Sterling acquires White Wells Investments LLP
June 2021: Wren Sterling announces three more acquisitions
Sentinel Private Clients Limited (Sentinel), of Warwickshire, Bookeeping Administration Services Ltd (BKASL) based in Cardiff and Rothesay Intelligent Financial Services Ltd (Rothesay) in Bedfordshire were bought by Wren Sterling, adding around £294m of assets and c.550 new clients.
November 2021:
For the fourth year in a row, Wren Sterling is named an FT Adviser Top 100 IFA
December 2021
FCA approval of a secondary management buyout is received. This means
Wren Sterling’s new majority investor is New York-based Lightyear Capital
2022
February 2022
In a planned succession, James Twining replaced Ian Halley as CEO
Personal Financial Services
Financial advice
Investments
Impact Investing
Protection
Retirement Planning
Pensions Advice
Pension freedoms
Defined Benefit pension advice
Later life planning
Understanding Your Finances
Financial Planning Guides
Business Services
Company Pension Schemes
Financial advice for Barristers
Flexible Benefits
Business Protection
Financial Education
Personal Financial Planning for Executives
Managing Corporate Pension Risk
Auto Enrolment and Auto Re-Enrolment
About
Our People
Our Investment Committee
Our Partners
Our Values
Our Story
Careers
Blog
Read Money Matters magazine
Raconteur and The Sunday Times: Pensions & Retirement
Login
Contact Us
Nottingham
London
Glasgow
Surrey
Warwick
Halifax
Grantham
Oxford
Wilmslow
Leamington Spa