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Wren Sterling acquisitions add £400m AUM



The previous deal introduced in £150m AUM whereas the latter added £250m AUM.

The 2 offers added round 1,000 purchasers to the agency.

The Stockdale Goup’s Bodmin workplace has now turn out to be Wren Sterling’s ‘hub’ workplace within the South-West with all 12 members of the previous companies employees becoming a member of the Wren Sterling Group.

Stockdale was based by Keith Stockdale and Sharon Stockdale in 1995 and comprised Stockdale & Co, a monetary advisory agency, and Stockdale Asset Administration, a DFM enterprise that has been operating for over 20 years.

The Group presents Monetary Planning companies to round 700 people and company purchasers, with a specialism in investments, pensions and retirement planning, tax planning and safety. The agency additionally presents accountancy and wealth administration companies.

The group of a Chartered Wealth Supervisor and Monetary Planner, monetary adviser, two Paraplanners and 4 directors have all remained with the agency because the deal was concluded.

James Twining, Wren Sterling’s chief government, stated: “The South-West has at all times been a little bit of a spot for Wren Sterling, regardless of this being a area with rising wealth, fuelled by the development to maneuver out of London post-pandemic. The timing is ideal for us and permits us to extend our footprint in the identical manner we now have finished with the North-West and Northern Eire within the final twelve months.”

Messer & Matthews Ltd was headed by Charles Matthews, a Chartered Monetary Planner taking care of round £150m AUM for 300 purchasers.

Mr Twining stated: “Charles is a highly-qualified adviser who has offered an exemplary service to purchasers over time, and I’m excited to have him in Wren Sterling to drive up requirements via his instance.”

Wren Sterling will retain the Guildford workplace for the foreseeable future and the group will work intently with Wren Sterling’s Oxford workplace, headed by regional director Jason McGuigan.

Wren Sterling has already added a number of acquisitions this 12 months.

In Could the Nottingham-based Monetary Planner expanded into Northern Eire with the acquisition of Ralston Bennett Monetary Planning and Elements Monetary

The agency has additionally expanded its presence within the North West with the acquisition of St Helens-based Callisto Wealth, which can turn out to be a part of Wren Sterling’s north-west hub in Wilmslow.

Different acquisitions this 12 months additionally embrace Lively Wealth Administration and HB&O Monetary Providers in March, including 860 purchasers and £330m in property.

Wren Sterling Monetary Planning Ltd is a nationwide agency of Monetary Planners with 9 UK places of work and round £6.6bn in property below recommendation. 

The Wren Sterling Group is backed by Lightyear Capital, a New York-based personal fairness enterprise that specialises in monetary companies investments, following a secondary administration buyout that came about in December 2021.




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