Mon, 15 Dec 2025 | BUSINESS SALE
Financial planning group Wren Sterling has completed its latest acquisition with a deal for Evans Hart, a long-established IFA serving London and the South East. The deal concludes a busy 2025 for Wren Sterling, which has added £1.8 billion in acquired assets under management (AUM) during the year as part of its growth strategy.
Operating from offices in Fleet Street, Kingston, Bookham and Deddington, Evans Hart has been trading for almost 40 years. The business brings a team of experienced advisers and adds more than £900 million in AUM to Wren Sterling.
Evans Hart has 28 staff operating across its four offices and has close to 2,500 (predominantly high-net-worth) clients. The company is known for its deep expertise and technical advice capability.
Wren Sterling said that Evans Hart was a strong strategic fit, aligning closely with its own proposition, brand and service standards. Chief Executive James Twining said that Evans Hart represented a strong operational and cultural match for the group.
Twining commented: “Evans Hart and its people are a fantastic addition to Wren Sterling. Their long-standing client relationships, high-calibre advisers and strong proportion of higher net worth clients align perfectly with our brand and service standards.”
He added that, when Wren Sterling considered partnering with a business, its overriding priority is whether a successful integration can be delivered, as this typically results in the best outcomes for clients.
“In Evans Hart,” Twining said, “we saw a team whose client first culture, robust approach to advice, proposition and operating model are strongly aligned with ours.”
The acquisition of Evans Hart creates a new London hub for the group, as well as strengthening its presence across the South East, bolstering existing offices in Oxford, Shepperton and Sidcup.
Evans Hart Managing Director Stephen Evans said that the firm had been seeking a partner that could reduce the operational and regulatory burden carried by advisers, freeing them up to dedicate more time to clients, as well as one that shared its own values.
Evans said: “Wren Sterling stood out for its rigorous and thoughtful approach to integration. From the outset, they have been proactive, transparent and supportive, giving us real confidence that our clients and our team will thrive within Wren Sterling’s broader proposition.”
In the year ending March 31 2024, Wren Sterling Financial Planning Limited reported turnover of around £30.6 million, up from £25.1 million a year earlier, while EBITDA rose from £3.3 million to £5.1 million.
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