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Wren Sterling acquires City Financial for £700m

Jun 25, 2025

Acquiring Company

Wren Sterling

Acquired Company

City Financial

NottinghamInvernessFinancial ServicesFinanceFintechLendingFinancial ServicesFinance

Description

Wren Sterling has completed a £700m acquisition of Scottish advice firm City Financial. The deal includes adding 6,000 clients and 19 advisers to Wren Sterling's operations. City Financial's directors will join Wren Sterling post-acquisition. This move enhances Wren Sterling's asset management capabilities.

Quick answer

Wren Sterling is acquiring City Financial for $914.2 million, announced June 25, 2025. Wren Sterling is based in Nottingham, England, United Kingdom.

How much did Wren Sterling pay for City Financial?
The reported deal value is $914.2 million.
What does Wren Sterling do?
Wren Sterling is a nationwide independent financial planning business with multiple offices across the UK.
Where are Wren Sterling and City Financial based?
Wren Sterling is based in Nottingham, England, United Kingdom. City Financial is based in Inverness, Scotland, United Kingdom.
Who are the decision-makers at Wren Sterling?
Fundz holds 2 contacts at Wren Sterling. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

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Company Information

Company

Wren Sterling

Location

Nottingham, England, United Kingdom

About

Wren Sterling is a nationwide independent financial planning business with multiple offices across the UK. Wren Sterling specialises in all aspects of savings, investments, retirement planning, and financial advice for businesses. Our purpose is to help create a better life for our clients and their families, now and for generations to come. We do this by making the complex simple, developing bespoke financial plans, and establishing long-term relationships that give our clients clarity, confidence and control.

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Frequently asked

Who acquired City Financial?

City Financial was acquired by Wren Sterling, based in Nottingham. The deal was reported on June 25, 2025. Wren Sterling is a nationwide independent financial planning business with multiple offices across the UK. Wren Sterling is privately held and operates in Financial Services.

When did Wren Sterling acquire City Financial?

Wren Sterling's acquisition of City Financial was reported on June 25, 2025. Wren Sterling has completed a £700m acquisition of Scottish advice firm City Financial. The deal includes adding 6,000 clients and 19 advisers to Wren Sterling's operations. City Financial's directors will join Wren Sterling post-acquisition. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.

What does City Financial do?

City Financial is a financial advice firm based in Scotland. It provides a range of investment and advisory services to clients. The firm has a strong focus on customer service and tailored financial solutions. It is privately held, operating in Financial Services, and is based in Inverness.

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