Client Login
About Us
Wren Sterling is a nationwide independent financial planning firm that helps thousands of clients to make informed choices about their financial future.
Our purpose
About us
Financial planning is much more than fixing present-day problems. It’s a long-term relationship based on trust and understanding, which guides you through life’s ups and downs.
We exist to help our clients lead better lives. With the freedom that comes with knowing your finances are on track, you can focus on friends, family and enjoy life to the fullest.
Some key statistics
-
14,000
Clients
-
£7bn
Assets Managed
-
100+
Financial Planners
-
96%
Client Retention
-
Our Experts
Financial planning takes a wealth of experience. Speak to our team today.
Our experts are based throughout the UK. Many are Chartered Financial Planners, while others specialise in later life care and complex pension arrangements. Whatever your financial planning needs, Wren Sterling offers the industry knowledge and attention to detail needed to meet them.
-
Our Values
Your financial future is in good hands with Wren Sterling.
Everything we do is guided by four values.
CARES | KNOWS | ACTS | DELIVERS
These values form the foundation of our brand and influence how and who we hire, how we treat each other, and the level of service provided to our clients.
Every year we have chosen charities for our local offices and we support those charities through local fundraising activities, including coffee mornings, Movember, cake sales, and much more.
Our employees are also given a day off for volunteering each year and we have also supported local foodbanks before Christmas over the last few years. Wren Sterling matches fundraising efforts from our employees as we recognise the important role business can play in delivering vital funds and resources to charities.
For our clients, Wren Sterling established an ESG investing option in 2019 and we have seen widespread take-up as clients demonstrate their desire to positively impact the world through their investments.
Our story
-
April 2015
Wren Sterling is created following a management buyout from Towergate Financial.
2015
-
March 2016
Andy Moss appointed Finance Director.
2016
-
September 2016
Ian Halley appointed Chief Executive Officer.
2016
-
November 2018
Wren Sterling named in FT Adviser's Top 100 Financial Advisers. Included in 2019, 2020, 2021 and 2022.
2018
-
April 2019
Wren Sterling relocates to its headquarters on Derby Road, Nottingham.
2019
-
December 2019
Sustainable Investing option launched for clients.
2019
-
June 2021
Wren Sterling completes four acquisitions in the first half of the year.
2021
-
December 2021
Lightyear Capital replaces Palatine Private Equity as Wren Sterling's majority shareholder in a secondary management buyout.
2021
-
February 2022
In a planned succession, James Twining replaces Ian Halley as Wren Sterling's Chief Executive.
2022
-
June 2022
Wren Sterling completes a deal for Critchleys Financial Planning, creating Wren Sterling's Oxford office.
2022
-
November 2022
Mutual Financial Management LLP is acquired by Wren Sterling, becoming Wren Sterling's Wilmslow office.
2022
-
February 2023
Wren Sterling Group relaunched Magnus, its discretionary fund management business.
2023
-
February 2023
HB&O Financial Services is acquired by Wren Sterling, creating Wren Sterling Leamington Spa.
2023
-
May 2023
Ralston Bennet Financial Planning and Aspects Financial are acquired by Wren Sterling, creating a permanent presence in Northern Ireland.
2023
-
September 2023
Wren Sterling acquires a majority stake in The Stockdale Group; Stockdale & Co and Stockdale Asset Management. Wren Sterling acquires Messer & Matthews Ltd.
2023
-
October 2023
Kingswood Consultants Ltd acquired by Wren Sterling.
2023
-
March 2024
David Kelly hired as Wren Sterling's new Chief Financial Officer.
2024
-
March 2024
TW Financial Planning acquired by Wren Sterling.
2024
-
July 2024
Wren Sterling acquires the financial services division of the Howe Maxted Group and a majority stake in the In Focus Group.
2024
We believe that our people should share in our future, so we have an Employee Benefit Trust established that keeps a portion of our share capital for our employees.
Our partnerships
We are proud to be the financial planning partner to 10 UK building societies with branches across the UK. We started some of these relationships in 2009 and so far, thousands of building society members have benefitted from our independent advice.
