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£450m of assets and 2,500 clients transfer to the Wren Sterling Group
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In Focus Group made up of In Focus, Certus and Hughes Carne
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In Focus Group’s Fareham office will become Wren Sterling’s new Solent office on the south coast
Leading national independent financial advice firm, Wren Sterling has completed the acquisition of the In Focus Group.
The deal is Wren Sterling’s third deal of 2024 following the acquisition of TW Financial and the Howe Maxted Group in March and July respectively.
The In Focus Group is led by Managing Director Nick Stewart and is comprised of two other companies previously acquired by In Focus; Certus and Hughes Carne. Nine advisers and ten support team members will transfer to the Wren Sterling Group.
Wren Sterling’s Chief Executive, James Twining said: “Nick and his team have built a business through careful acquisition but also high levels of entrepreneurialism, which aligns with our strategy to give our advisers the freedom to grow their business.
“As well as drive growth, acquisitions such as this enable us to bring highly talented people into our business who bring a range of expertise, experience and insights that we and our clients can benefit from.
“The south coast is an important strategic location for us too. It gives us the ability to expand across Southampton, Portsmouth and the surrounding area.”
Nick Stewart, Managing Director of In Focus Group added: “Joining Wren Sterling made a lot of sense for us. Access to Wren Sterling’s resources and structure will allow us to continue to grow, whilst focusing on delivering high quality personalised advice and excellent client service. What’s more, Wren Sterling’s experience in completing acquisitions means we could transition with the minimum of disruption to our clients.
“We have the support to expand the Solent office in future once we’re settled, so I’m optimistic about the future of the business and excited to get started.”
