In its first acquisition of 2024, Wren Sterling, a leading national financial planning business, has acquired TW Financial Planning Limited. The Newcastle-under-Lyme-based firm has three financial planners serving over 750 households and managing approximately £265 million in assets. With this acquisition, Wren Sterling expands its office network in the West Midlands, boosting its overall presence in the UK. The firm now operates from 13 offices across 11 locations. Wren Sterling’s CEO, James Twining, highlighted the synergies between the two firms and the additional resources that Wren Sterling can bring to TW Financial Planning. Chris Devey, a Director at TW Financial Planning, emphasized the minimal disruption to clients and staff and the benefits of Wren Sterling’s scale and technology. The acquisition was brokered by Gwill Evans of Gunner & Co.

Financial Planning, Private Equity,United Kingdom