{"id":2277,"date":"2024-03-28T09:10:32","date_gmt":"2024-03-28T09:10:32","guid":{"rendered":"https:\/\/www.gunnerandco.com\/?post_type=insights&p=2277"},"modified":"2024-03-28T11:04:49","modified_gmt":"2024-03-28T11:04:49","slug":"wren-sterling-announces-first-acquisition-of-2024-with-tw-financial-planning-deal-brokered-by-gunner-co","status":"publish","type":"insights","link":"https:\/\/www.gunnerandco.com\/insights\/wren-sterling-announces-first-acquisition-of-2024-with-tw-financial-planning-deal-brokered-by-gunner-co\/","title":{"rendered":"Wren Sterling acquires TW Financial Planning Limited, brokered by Gunner & Co."},"content":{"rendered":"

Leading national financial planning business, Wren Sterling, has completed its first acquisition of 2024 with a deal for TW Financial Planning Limited. This deal was brokered by Gunner & Co.<\/p>\n

Based in Newcastle-under-Lyme, TW Financial Planning has three financial planners, who service over 750 households. It manages around \u00a3265m on behalf of its clients.<\/p>\n

The TW Financial office in the heart of Staffordshire will join Wren Sterling\u2019s national office network, boosting its physical presence in the West Midlands.<\/p>\n

Wren Sterling now operates from 13 offices covering 11 locations across the UK with plans for future deals to grow its network.<\/p>\n

James Twining, Wren Sterling\u2019s CEO<\/strong> said: \u201cThis deal ticks a lot of boxes for Wren Sterling. TW Financial Planning is a self-sustaining business borne out of close working relationships with professional introducers and has grown through client referrals and a strong local reputation.<\/p>\n

\u201cOur investment in technology and our central resources, including our Investment Committee, will do some of the heavy lifting that comes with running an advice business and allow the team to focus on client work, which is what they do best. The quality of the TW Financial Planning team, with some achieving Chartered status, will further grow our overall standard of advice and I am looking forward to bringing their expertise to the rest of Wren Sterling.\u201d<\/p>\n

Chris Devey, a Director at TW Financial Planning<\/strong>, added: \u201cWren Sterling\u2019s service proposition is very similar to ours, while their onboarding process has been designed to minimise disruption to our clients and colleagues, which has always been our priority when looking for a firm to take our business to the next stage.<\/p>\n

\u201cRetaining our staff and our links to Thompson Wright Chartered Accountants, plus the opportunity to benefit from Wren Sterling\u2019s scale, expertise, tools, technology and resources is a compelling offer and we believe this will only benefit us, and our clients.\u201d<\/p>\n

The acquisition of TW Financial by Wren Sterling was brokered by Gwill Evans of Gunner & Co.<\/p>\n

 <\/p>\n

If you are looking to sell your business, find out more about the selling your business to Wren Sterling (or others) <\/em>Gunner & Co.<\/em><\/a>\u00a0can help you. Book a meeting with our Head of Brokerage Gwill\u00a0<\/em>here<\/em><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

The acquisition of TW Financial by Wren Sterling was brokered by Gwill Evans of Gunner & Co.<\/p>\n","protected":false},"featured_media":1322,"template":"","insight-category":[3],"insight-tag":[],"acf":[],"yoast_head":"\nWren Sterling acquires TW Financial Planning Limited, brokered by Gunner & Co. - Gunner & Co<\/title>\n<meta name=\"description\" content=\"Leading national financial planning business, Wren Sterling, has completed its first acquisition of 2024 with a deal for TW Financial Planning Limited.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.gunnerandco.com\/insights\/wren-sterling-announces-first-acquisition-of-2024-with-tw-financial-planning-deal-brokered-by-gunner-co\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Wren Sterling acquires TW Financial Planning Limited, brokered by Gunner & Co.\" \/>\n<meta property=\"og:description\" content=\"Leading national financial planning business, Wren Sterling, has completed its first acquisition of 2024 with a deal for TW Financial Planning Limited.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.gunnerandco.com\/insights\/wren-sterling-announces-first-acquisition-of-2024-with-tw-financial-planning-deal-brokered-by-gunner-co\/\" \/>\n<meta property=\"og:site_name\" content=\"Gunner & Co\" \/>\n<meta property=\"article:modified_time\" content=\"2024-03-28T11:04:49+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.gunnerandco.com\/wp-content\/uploads\/7.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"675\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.gunnerandco.com\/insights\/wren-sterling-announces-first-acquisition-of-2024-with-tw-financial-planning-deal-brokered-by-gunner-co\/\",\"url\":\"https:\/\/www.gunnerandco.com\/insights\/wren-sterling-announces-first-acquisition-of-2024-with-tw-financial-planning-deal-brokered-by-gunner-co\/\",\"name\":\"Wren Sterling acquires TW Financial Planning Limited, brokered by Gunner & Co. - 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