Wren Sterling has completed the acquisition of Brunsdon Financial, a Gloucester-based advisory firm. This marks the start of the firm’s 2026 expansion strategy.

Brunsdon advises nearly 800 households and manages around £265m in assets under advice. As part of the deal, eight advisers and nine operational staff have joined Wren Sterling.

This acquisition strengthens Wren Sterling’s presence in the Cotswolds and South West. It complements existing offices in Broadway and Oxford. In addition, it supports the firm’s long-term goal of building a national financial advice business.

Before legal completion, the two firms worked together to transition about £130m of client assets to Magnus, Wren Sterling’s sister company. Magnus provides discretionary fund management services. As a result, many Brunsdon clients benefited from lower investment charges, improved governance, and enhanced client servicing.

James Twining, chief executive of Wren Sterling, said Brunsdon was “a high-quality business, with deep local roots, strong introducer relationships and a very capable team.” He highlighted how the transaction delivered tangible benefits for clients and colleagues even before the deal completed.

Twining added that this deal reflects Wren Sterling’s acquisition approach. The focus is on improving client outcomes, supporting advisers, and integrating businesses for long-term, sustainable success.

Marcus Gommery, managing director of Brunsdon Financial, praised Wren Sterling’s “thoughtful, collaborative and highly professional approach.” He noted that the platform broadens the services they can offer, and the investment fee reductions through Magnus provided immediate client benefits.