Tue, 31 Mar 2026 | BUSINESS SALE
East Midlands-headquartered financial advisory business Wren Sterling Group has deepened its regional presence across the UK with the acquisition of companies based in Scotland and the South West of England.
The acquisitions of Somerset firm Keyte Limited and Glasgow-based Mackenzie Taylor Asset Management Limited collectively bring in close to £500 million in assets and add almost 1,400 clients to Wren Sterling's national advice business.
Founded by Robin and Siobhan Keyte, Taunton-based Keyte Limited is a client-focused firm, providing financial advice, financial planning, retirement planning and savings and investments services.
The company brings around £400 million assets and approximately 1,100 clients into Wren Sterling’s offering, along with six financial planners and five support colleagues. Post-acquisition, the Keyte team will continue to operate from the company’s Taunton office, which will also serve as a regional hub to support growth in the West of England.
Robin Keyte said: "We chose Wren Sterling because of the strength and breadth of its proposition and its clear commitment to supporting advisers and clients over the long term. This move allows us to enhance what we offer to clients while reducing complexity for our team."
Led by David Canning, Mackenzie Taylor Asset Management is a specialist asset management firm providing clients with personal and bespoke services. The firm brings around £86 million in assets and more than 300 clients into Wren Sterling.
According to David Canning, joining Wren Sterling will provide the firm’s clients with “access to a wider range of planning capability and professionally governed investment solutions”, while enabling the company to build further on its longstanding client relationships.
Wren Sterling Chief Executive James Twining (pictured above) said that the two deals “deepen our regional presence in two important parts of the UK.”
He continued: "Robin Keyte is one of the best-known figures in retail financial planning, and David Canning has built a loyal client base in Glasgow over more than 15 years. Bringing both teams into Wren Sterling reflects our commitment to working with advisers who share our standards, and to giving their clients access to a broader, well-governed planning proposition."
Following on from Wren Sterling’s acquisition of Gloucester-based Brunsdon Financial earlier this year, the two latest purchases form part of the group’s ongoing M&A pipeline for 2026.
Nottingham-based Wren Sterling is backed by Lightyear Capital. According to Citywire, the company generates revenue of £41.7 million and has £10 billion in assets.
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