Wren Sterling’s Competitors, Revenue, Number of Employees, Funding, Acquisitions & News

Wren Sterling is a provider of savings, investments and retirement planning services for individuals and businesses. Read more

Ian Halley's photo - CEO of Wren Sterling

CEO

Ian Halley

CEO Approval Rating

74/100

Founded:

2015

Status:

TOP COMPETITORS OR ALTERNATIVES

RANK

COMPANY

CEO

CEO RATING

EMPLOYEES

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Caledonian Financial Management is Wren Sterling's #1 competitor. Caledonian Financial Management is a Private company that was founded in 2005 in Hamilton, Scotland. Caledonian Financial Management is in the Diversified Financial Services industry. Compared to Wren Sterling, Caledonian Financial Management has 47 more employees.

Greenwood Finanical Planning is seen as one of Wren Sterling's biggest rivals. Greenwood Finanical Planning was founded in Saffron Walden, England} in 2010. Greenwood Finanical Planning is in the Asset & Investment Management field. Compared to Wren Sterling, Greenwood Finanical Planning generates $1.4M less revenue.

Eldon is one of Wren Sterling's top competitors. Eldon is headquartered in Newton Aycliffe, England, and was founded in 2002. Eldon competes in the Diversified Investment Services industry. Eldon generates 135% the revenue of Wren Sterling.

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Growth Score - 1/1

Is 24 a good estimate for Wren Sterling's Employee count?

Acquisitions

COMPANY ACQUIRED
ACQUISITION DATE
AMOUNT
DESCRIPTION
Frobisher Capital Pty Ltd

Aug 2020

Source »
undisclosed
Frobisher is a private investment consultancy that offers financial advisory solutions to businesses.

These are all the companies that Wren Sterling has acquired. Wren Sterling's latest acquisition was Frobisher Capital Pty Ltd in Aug 2020. Frobisher is a private investment consultancy that offers financial advisory solutions to businesses.

Investments

No recent investments found related to Wren Sterling

Wren Sterling News

July 11, 2019privateequitywire

Palatine-backed Wren Sterling acquisition takes total assets under advice to GBP3.3bn

Wren Sterling has acquired TD Armstrong Financial Planning Limited (T D Armstrong), a Dunfermline-bas... See more »
January 15, 2019Commercial News Media

Off-market deal brings Nottingham IFA to a new HQ

A fast-growing financial planning agency has found a new flagship HQ in the heart of Nottingham's bus... See more »
December 12, 2016Citywire

National IFA takes assets to £2bn with bank advice arm deal

National IFA Wren Stirling has boosted its assets with the purchase of the advice company First Trust... See more »
November 9, 2016Citywire

National IFA signs tie-up deal with building society

National firm Wren Sterling has signed a deal to provide advice services for Leek United Building Soc... See more »
November 7, 2016Citywire

Ex-Aviva director takes the reins at national IFA

National IFA Wren Sterling has recruited ex-Aviva director Ian Halley as chief executive of the firm.... See more »
November 7, 2016Money Marketing

Aviva's Halley joins Wren Sterling as new chief executive

Aviva's Ian Halley has joined national IFA Wren Sterling as its new chief executive. Wren Sterling, f... See more »

Wren Sterling Blogs

August 13, 2020Wren Sterling Blog

Press release: Woking IFA acquired by Wren Sterling

Wren Sterling has completed a deal with Corimar Holdings Ltd to purchase the assets of Frobisher Capi... See more »
August 6, 2020Wren Sterling Blog

Retirement tips for the Covid-19 crisis

The post Retirement tips for the Covid-19 crisis appeared first on Wren Sterling | Financial Adviser ... See more »
August 6, 2020Wren Sterling Blog

7IM: Curious COVID behaviour

An article from 7IM about our changing habits during the COVID-19 pandemic.The post 7IM: Curious COVI... See more »
July 28, 2020Wren Sterling Blog

COVID-19 impact on retirement

The post COVID-19 impact on retirement appeared first on Wren Sterling | Financial Adviser Services.... See more »
July 23, 2020Wren Sterling Blog

The Importance of investing early

The post The Importance of investing early appeared first on Wren Sterling | Financial Adviser Servic... See more »
July 17, 2020Wren Sterling Blog

Questions to ask about your investments and retirement planning after the first wave

The post Questions to ask about your investments and retirement planning after the first wave appeare... See more »
July 1, 2020Wren Sterling Blog

Could the furlough lifestyle lead to more semi-retirement?

The post Could the furlough lifestyle lead to more semi-retirement? appeared first on Wren Sterling |... See more »

Wren Sterling Press Releases

Wren Sterling Videos

November 27, 2019Wren Sterling Youtube Channel

"Our corporate service" on YOUTUBE

November 15, 2019Wren Sterling Youtube Channel

"Wren Sterling Financial Advice" on YOUTUBE

April 5, 2019Wren Sterling Youtube Channel

"Kier Group PLC seminar" on YOUTUBE

July 25, 2016Wren Sterling Youtube Channel

"8 Reports 8 of 8" on YOUTUBE

July 4, 2016Wren Sterling Youtube Channel

"2 Preparing Payroll Data 2 of 8" on YOUTUBE

Social Statistics

Headquarters

13-19 Derby Road

Nottingham, EnglandNG1 5AA

0115-908-2500

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Summary

ABOUT

Overview

Wren Sterling is a provider of savings, investments and retirement planning services for individuals and businesses. Wren Sterling was founded in 2015. Wren Sterling's headquarters is located in Nottingham, England, GB NG1 5AA. Wren Sterling's latest ...

CEO

Wren Sterling's CEO, Ian Halley, currently has an approval rating of 74%. Wren Sterling's primary competitors are Caledonian Financial Management, Greenwood Finanical Planning & Eldon.

Website

wrensterling.com

Frequently Asked Questions about Wren Sterling

  1. When was Wren Sterling founded?

    Wren Sterling was founded in 2015
  2. Who is Wren Sterling's CEO?

    Wren Sterling's CEO is Ian Halley
  3. How much revenue does Wren Sterling generate?

    Wren Sterling generates $3.1M in revenue
  4. How much funding does Wren Sterling have?

    Wren Sterling has historically raised $0 in funding
  1. Where is Wren Sterling's headquarters?

    Wren Sterling's headquarters is in Nottingham England, GB
  2. How many employees does Wren Sterling have?

    Wren Sterling has 24 employees
  3. What sector does Wren Sterling operate in?

    Wren Sterling is in Diversified Investment Services, Asset & Investment Management
  4. Who are Wren Sterling's competitors?

    Wren Sterling's top competitors are Caledonian Financial Management, Greenwood Finanical Planning, Eldon