Home Financial Planning Wren Sterling acquires Cornwall Planner

Wren Sterling acquires Cornwall Planner

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Wren Sterling acquires Cornwall Planner

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Wren Sterling has acquired Cornwall-based Monetary Planning agency Stockdale & Co.

Extra particulars of the deal, for an undisclosed sum, might be revealed later this summer time in line with Wren Sterling.

Stockdale was based by Keith Stockdale and Sharon Stockdale in 1995.

It affords Monetary Planning companies to people and company purchasers, with a specialism in investments, pensions and retirement planning, tax planning and safety.

The agency additionally affords accountancy and wealth administration companies.

Stockdale’s Lanivet workplace will stay open with contact particulars unchanged.

The staff of a Chartered Wealth Supervisor and Monetary Planner, monetary adviser, two Paraplanners, and 4 directors have all remained with the agency.

Wren Sterling has already added a number of acquisitions this 12 months.

In Could the Nottingham-based Monetary Planner expanded into Northern Eire with the acquisition of Ralston Bennett Monetary Planning and Features Monetary

The agency has additionally expanded its presence within the north west with the acquisition of St Helens-based Callisto Wealth, which is able to develop into a part of Wren Sterling’s north-west hub in Wilmslow.

Different acquisitions this 12 months additionally embrace Lively Wealth Administration and HB&O Monetary Providers in March, including 860 purchasers and £330m in property.




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