Wren Sterling Overview

  • Status
  • Private

  • Employees
  • 179

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 4

  • Investments
  • 21

Wren Sterling General Information

Description

Provider of financial planning and advisory services intended for private and corporate clients across the United Kingdom. The company offers financial and corporate protection advice with an aim to deliver a better return on investment for employers on their employee benefits strategy, ensuring businesses are correctly protected and business owners plan for their financial future.

Contact Information

Formerly Known As
Towergate Financial
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Other Financial Services
Other Industries
Specialized Finance
Corporate Office
  • 13-19 Derby Road
  • Nottingham NG1 5AA
  • England, United Kingdom
+44 0115 000 0000

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Wren Sterling Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Wren Sterling Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of financial planning and advisory services intended for private and corporate clients across the United Kingdo
Other Financial Services
Nottingham, United Kingdom
179 As of 2023
000.00
000000000000 000.00

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00000 0000000000
Newcastle upon Tyne, United Kingdom
0000 As of 0000
00.000
000000000000

000000

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0000000000 00000000
Manchester, United Kingdom
00 As of 0000
000000000000
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Wren Sterling Competitors (2)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Fairstone Group Private Equity-Backed Newcastle upon Tyne, United Kingdom 0000 00.000 000000000000
Chartered Wealth Management Private Equity-Backed Manchester, United Kingdom 00 000000000000
You’re viewing 2 of 2 competitors. Get the full list »

Wren Sterling Executive Team (12)

Name Title Board Seat Contact Info
James Twining Chief Executive Officer
David Kelly Chief Financial Officer
Linda Payne Chief Operating Officer
Rory Mcpherson Chief Investment Officer
Andrew Moss Finance Director
You’re viewing 5 of 12 executive team members. Get the full list »

Wren Sterling Board Members (5)

Name Representing Role Since
0000000 0000000 Wren Sterling Board Member 000 0000
000 00000 Wren Sterling Founder & Executive Chairman 000 0000
000 000000 Wren Sterling Board Member 000 0000
000 0000000 00 Lightyear Capital Board Member 000 0000
You’re viewing 4 of 5 board members. Get the full list »

Wren Sterling Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Wren Sterling Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Wren Sterling Investments & Acquisitions (21)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
TW Financial Planning 28-Mar-2024 0000000000 Other Financial Services 00000 000
Kingswood Consultants 11-Oct-2023 0000000000 Consulting Services (B2B) 000000 00
Stockdale & Co. 01-Aug-2023 0000000000 Asset Management 00000 000
Messer & Matthews 01-Jul-2023 0000000000 Other Financial Services 00000 000
Aspects Financial 11-May-2023 Buyout/LBO Consulting Services (B2B) 00000 000
You’re viewing 5 of 21 investments and acquisitions. Get the full list »

Wren Sterling Subsidiaries (7)

Company Name Industry Location Founded
Orion Consulting Group Consulting Services (B2B) London, United Kingdom 2016
Margetts Wealth Management Asset Management Birmingham, United Kingdom 0000
Stockdale & Co. Asset Management Lanivet, United Kingdom 0000
Kingswood Consultants Consulting Services (B2B) Bicester, United Kingdom 0000
Ralston Bennett Financial Planning Other Financial Services Holywood, United Kingdom 0000
You’re viewing 5 of 7 subsidiaries. Get the full list »

Wren Sterling FAQs

  • Who is the founder of Wren Sterling?

    Ian Darby is the founder of Wren Sterling.

  • Who is the CEO of Wren Sterling?

    James Twining is the CEO of Wren Sterling.

  • Where is Wren Sterling headquartered?

    Wren Sterling is headquartered in Nottingham, United Kingdom.

  • What is the size of Wren Sterling?

    Wren Sterling has 179 total employees.

  • What industry is Wren Sterling in?

    Wren Sterling’s primary industry is Other Financial Services.

  • Is Wren Sterling a private or public company?

    Wren Sterling is a Private company.

  • What is Wren Sterling’s current revenue?

    The current revenue for Wren Sterling is 000000.

  • How much funding has Wren Sterling raised over time?

    Wren Sterling has raised $14.6M.

  • Who are Wren Sterling’s investors?

    Lightyear Capital has invested in Wren Sterling.

  • Who are Wren Sterling’s competitors?

    Fairstone Group and Chartered Wealth Management are competitors of Wren Sterling.

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