Our client Wren Sterling Financial Group, one of the UK’s leading providers of specialist financial planning advice to private and corporate clients, has recently completed its acquisition of Critchleys Financial Planning LLP.
Thistle Initiatives was engaged by Wren Sterling to undertake compliance due diligence on the acquisition of chartered financial planning firm, Critchleys Financial Planning.
This is Wren Sterling’s second announced deal since its secondary management buyout by Lightyear Capital in 2021.
James Dingwall, CEO and Founder at Thistle Initiatives said:
“It is always a pleasure to work with the team at Wren Sterling over the years and on this most recent acquisition of Critchleys Financial Planning. The entire Thistle Initiatives team are excited to see what is next for Wren Sterling and we are looking forward to continuing to support the businesses over the years to come”.
Find out more about our Acquisition Due Diligence services or to speak to a member of our expert team, please call 0207 436 0630 or email info@thistleinitiatives.co.uk.