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Capital and Trust - October 7, 2022 - 0 minute read

Wren Sterling Group have announced it has agreed to buy HB&O Financial Services, who are headquartered in Leamington Spa and serves over 850 clients with more than £250m of client assets.

This is Wren Sterling’s third acquisition since its secondary management buyout by private equity firm Lightyear Capital late last year. It acquired Critchleys Financial Planning in July and Mutual Financial Management in June.

Twenty-two employees will join the Wren Sterling Group as a result of the transaction, including five chartered financial planners, two chartered paraplanners and mortgage adviser.

Wren Sterling CEO James Twining said: “We’ve already made three strategic acquisitions this year with further deals to follow. This is accelerating our growth, bringing fresh ideas into the business, and giving us real presence in key geographic locations. The West Midlands, and in particular Warwickshire, has huge potential which we can now tap into alongside the HB&O Financial Services team.”

The deal is subject to FCA approval, and the sum has yet to be disclosed.

If you’d like a confidential, obligation-free discussion about selling or acquiring a Wealth Management / Asset Management business, please click here, alternatively contact us on 0207-043-4300 or email us.

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