Our Story

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

Pension Freedoms come into effect

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

Ian Halley joins Wren Sterling as Chief Executive Officer

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

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

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

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

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

Wren Sterling named a top 100 IFA by FT Adviser

Apprenticeships Scheme launched with seven apprentices

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

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

Wren Sterling launches impact investing option for clients

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

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

For the fourth year in a row, Wren Sterling is named an FT Adviser Top 100 IFA

FCA approval of a secondary management buyout is received. This means Wren Sterling’s new majority investor is New York-based Lightyear Capital