About Wren Sterling
Wren Sterling is a Financial Services company based in Nottingham (United Kingdom) founded in 2015, and was acquired by Lightyear Capital in July 2021. Financial planning services are provided to clients in the UK. Wren Sterling has completed 11 acquisitions, including Active Wealth Management, Brunsdon Financial and Callisto Wealth Management. Wren Sterling offers products and services including Investment Advice, Retirement Planning, Tax Planning, Inheritance Tax Planning, and Workplace Benefits Advice. Its focus areas include Asset Management and Financial Advisors. Its legal entity is WREN STERLING FINANCIAL PLANNING LIMITED. Its competitors include Quilter, 7IM and Ascot Lloyd.
Company details
Wren Sterling was established in 2015 in Nottingham, United Kingdom, as a firm specializing in financial planning. Operations are conducted within the financial services sector, where advisory support is offered for personal finance management and investment strategies. Services encompass retirement planning, wealth accumulation, and risk assessment, primarily serving individuals and families across the region. The firms activities are regulated under UK financial standards, ensuring compliance and client-focused delivery.
- Headquarters Nottingham, United Kingdom
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website wrensterling.com
- Social LinkedIn X Facebook
- Acquired by Lightyear Capital (Jul 2021)
- Legal Name Wren Sterling Financial Planning Limited
- Date of Incorporation 01 Aug, 2014
- Jurisdiction NOTTINGHAM, ENGLAND
- Investors
- Investments & AcquisitionsActive Wealth Management
& 10 more
- Acquired byLightyear Capital
(Jul 2021)
Products & Services of Wren Sterling
Wren Sterling offers a comprehensive portfolio of products and services, including Investment Advice, Retirement Planning, Tax Planning, Inheritance Tax Planning, and Workplace Benefits Advice.
Guidance on personalized investment options and goals.
Custom plans for retirement savings and post-work finances.
Strategies for efficient wealth organization and allowances.
Advice on estate organization for tax efficiency.
Consultation on employee benefits and wellbeing programs.
Insurance planning for life and critical illness coverage.
Investors in Wren Sterling
Wren Sterling has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Lightyear Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity firm investing in financial services sector | lycap.com | New York, United States |
Investor details for Wren Sterling
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People of Wren Sterling
25 people are tracked at Wren Sterling (15 in leadership, 2 in board & advisors, 8 in team).
| Name | Role | Group |
|---|---|---|
Charlotte L. | Head Of Operations | Leadership |
David Smith | Operations Director | Leadership |
Jonathan Moore | Director, Corporate Solutions | Leadership |
Paul Mitchell | Director, Corporate Solutions | Leadership |
Sarah Herd | Head Of Workplace | Leadership |
Gareth Hope | Head Of Research | Leadership |
Nick Moules | Marketing Director | Leadership |
Henry Blunt | Acquisitions Director | Leadership |
Linda Payne | COO | Leadership |
Paul Chafer | Chief Commercial Officer | Leadership |
Stephen Williams | HR Director | Leadership |
James Twining | CEO | Leadership |
Rory Mcpherson | Chief Investment Officer | Leadership |
Elaine Batchelor | Risk & Compliance Director | Leadership |
Austin Hutchinson | Regional Director | Leadership |
Ian Halley | Director | Board & advisors |
Clemmie Vaughan | Non-Executive Director | Board & advisors |
Charlotte Dennett Fpfs | Technical Specialist | Team |
Alison Devonport | Payroll & HR Specialist | Team |
Matthew Taylor | Paraplanning Team Leader | Team |
5 more people are available in the full profile.
Complete people profiles for Wren Sterling
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Investments & Acquisitions by Wren Sterling
Wren Sterling has strategically engaged in corporate development activities, having acquired 11 companies. Notable acquisitions include Active Wealth Management, Brunsdon Financial and Callisto Wealth Management.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Employee benefit services are provided to UK businesses and employees. | brunsdonfinancial.co.uk | Gloucester, United Kingdom | 1932 | Jan 2026 | •••• | |
Provider of wealth management services | howemaxted-financial.co.uk | Kent, United Kingdom | 2013 | Jul 2024 | •••• | |
Statutory and specialist audits are provided by chartered accountants. | thompsonwright.co.uk | 1936 | Mar 2024 | •••• | ||
Financial Advisory firm | callistowealth.co.uk | St Helens, United Kingdom | 1993 | Jun 2023 | •••• | |
Wealth management, retirement solutions, and tax planning services are provided. | active-wealth.com | Glasgow, United Kingdom | 2005 | Mar 2023 | •••• | |
Accountancy, investment, and financial services are provided to clients. | morfittandturnbull.com | Calabasas, United States | 1971 | Dec 2022 | •••• | |
Provider of tax, investment solution, insurance, and employee benefits services | hbofs.co.uk | Leamington Spa, United Kingdom | 2014 | Oct 2022 | •••• | |
Accounting, auditing, bookkeeping, tax, and payroll services are provided. | critchleys.co.uk | Oxford, United Kingdom | 1906 | Jul 2022 | •••• | |
Diversified asset management services are offered to clients. | mutualfm.co.uk | Wilmslow, United Kingdom | 2006 | Jun 2022 | •••• | |
Financial advisory services are offered to clients in the UK. | mdfm.co.uk | London, United Kingdom | 1980 | Jun 2022 | •••• |
Complete acquisition details for Wren Sterling
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Timeline of Wren Sterling
12 dated milestones of Wren Sterling across 11 years, from founding to its latest funding, stage changes and deals.
- Founded Wren Sterling is founded.
- Exit Acquired by Lightyear Capital.
- Acquisition Acquires Michael Davey Financial Management.
- Acquisition Acquires Mutual Financial Management.
- Acquisition Acquires Critchleys.
- Acquisition Acquires HB&O.
- Acquisition Acquires Morfitt & Turnbull.
- Acquisition Acquires Active Wealth Management.
- Acquisition Acquires Callisto Wealth Management.
- Acquisition Acquires Thompson Wright.
- Acquisition Acquires Howe Maxted Financial.
- Acquisition Acquires Brunsdon Financial.
Competitors of Wren Sterling
Wren Sterling has 3 listed competitors in our database. They include Quilter, 7IM and Ascot Lloyd.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| quilter.com | 2018 | London, United Kingdom | 3,054 | Quilter is engaged in providing financial advice and investment management. | ||
| 7im.co.uk | 2002 | London, United Kingdom | Investment management and financial planning services are provided by 7IM. | |||
| ascotlloyd.co.uk | 2004 | Reading, United Kingdom | Provider of financial advisory services |
Detailed competitors of Wren Sterling
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Web traffic of Wren Sterling
The website of Wren Sterling (wrensterling.com) receives about 8K visits a month.
- Monthly visits8K
▼ 51.5% vs previous month
Websites whose visitors overlap most with Wren Sterling. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
financial-advice.co.uk | financial-advice.co.uk | 100% | #9,936,956 | – |
Top companies in Asset Management
3 companies that operate in the same segment as Wren Sterling (Asset Management) in United Kingdom, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | USD 6.37 B | 7,550 | ||
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | USD 141.4 B | 211,000 | ||
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | USD 78.79 B | 29,090 |
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Related news about Wren Sterling
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Frequently Asked Questions about Wren Sterling
Wren Sterling was founded in 2015.
Wren Sterling is headquartered in Nottingham, United Kingdom.
Wren Sterling was established in 2015 in Nottingham, United Kingdom, as a firm specializing in financial planning. Operations are conducted within the financial services sector, where advisory support is offered for personal finance management and investment strategies. Services encompass retirement planning, wealth accumulation, and risk assessment, primarily serving individuals and families across the region. The firms activities are regulated under UK financial standards, ensuring compliance and client-focused delivery.
Wren Sterling's top competitors include Quilter, Ascot Lloyd and 7IM.
Wren Sterling offers Investment Advice, Retirement Planning, Tax Planning, Inheritance Tax Planning, and 2 more products and services.
Wren Sterling has made 11 acquisitions, including Active Wealth Management, Brunsdon Financial, and Callisto Wealth Management.
Wren Sterling has 1 investor. Key investors include Lightyear Capital.
Wren Sterling operates through Wren Sterling Financial Planning Limited.
Yes. Wren Sterling was acquired by Lightyear Capital in July 2021.