Mon, 02 Feb 2026 | BUSINESS SALE
Nottingham-based financial planning group Wren Sterling has completed its latest acquisition with a deal for a firm based in Gloucester. The acquisition of Brunsdon Financial adds nearly 800 client households and £265 million in assets under advice to the group.
As well as bringing in eight advisers and nine additional colleagues, the deal also significantly strengthens Wren Sterling’s presence in the Cotswolds and South West of England, building on its existing offices in Broadway and Oxford.
Prior to legal completion of the deal, Wren Sterling and Brunsdon Financial worked together to transfer approximately £130 million in client assets to Wren Sterling sister business Magnus, a provider of discretionary fund management services.
This early migration enables some clients to immediately benefit from lower investment chargers, as well as access to Magnus’ governance and servicing infrastructure.
Wren Sterling Chief Executive James Twining said that Brunsdon Financial was a “high-quality business, with deep local roots, strong introducer relationships and a very capable team”, adding that the firm has an “excellent reputation in the Gloucester area”.
He continued: “What particularly stood out during this transaction was the way our proposition delivered tangible benefits for clients and colleagues even before the deal completed. The Brunsdon team successfully transitioning £130m of assets into our sister company Magnus, ahead of completion, demonstrated the maturity of our investment and operational capabilities and the confidence both firms had in the integration process.
Twining described the deal as “a clear example” of how Wren Sterling approaches its acquisitions: “integrating businesses in a way that improves client outcomes, supports advisers and teams, and allows firms to join a platform that is built for long-term, sustainable success.”
Brunsdon Financial Managing Director Marcus Gommery said that the pre-completion work had given the firm confidence that Wren Sterling was “the right long-term home for Brunsdon, our clients and our team.”
He added: “The scale and depth of the Wren Sterling platform significantly broadens the services we can offer, while the investment fee reductions secured through Magnus have delivered immediate benefits for clients. We are also excited about the opportunities this deal creates for our people to be part of a growing national business.”
In the year to March 31 2024, Wren Sterling Financial Planning Limited reported turnover of approximately £30.6 million, up from £25.1 million the previous year, while EBITDA rose from £3.3 million to £5.1 million.
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