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Personal Financial Services
Financial advice
Investments
Impact Investing
Protection
Retirement Planning
Pensions Advice
Pension freedoms
Defined Benefit pension advice
Self-invested Personal Pension advice (SIPP)
Later life planning
Understanding Your Finances
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
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Personal Financial Services
Financial advice
Investments
Impact Investing
Protection
Retirement Planning
Pensions Advice
Pension freedoms
Defined Benefit pension advice
Self-invested Personal Pension advice (SIPP)
Later life planning
Understanding Your Finances
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
COVID-19 updates
Login
Contact Us
Nottingham
London
Glasgow
Surrey
Warwick
Halifax
Grantham
Personal Financial Services
Financial advice
Investments
Impact Investing
Protection
Retirement Planning
Pensions Advice
Pension freedoms
Defined Benefit pension advice
Self-invested Personal Pension advice (SIPP)
Later life planning
Understanding Your Finances
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
COVID-19 updates
Login
Contact Us
Nottingham
London
Glasgow
Surrey
Warwick
Halifax
Grantham
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
December 2017
New Wren Sterling website launched
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
Clients are invited to respond to Wren Sterling’s first Net Promoter Score survey
December 2018
Wren Sterling’s London office relocates to 1 Undershaft
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
Personal Financial Services
Financial advice
Investments
Impact Investing
Protection
Retirement Planning
Pensions Advice
Pension freedoms
Defined Benefit pension advice
Self-invested Personal Pension advice (SIPP)
Later life planning
Understanding Your Finances
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
COVID-19 updates
Login
Contact Us
Nottingham
London
Glasgow
Surrey
Warwick
Halifax
Grantham
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