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Wren Sterling

Wren Sterling
2007 FOUNDED
PRIVATE STATUS
301-400 EMPLOYEES
Buyout/LBO LATEST DEAL TYPE
2 FINANCING ROUNDS
2 INVESTMENTS
Description

Provider of financial planning and advisory services in 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, to ensure businesses are correctly protected and and business owners plan for their financial future.

Formerly Known As
Towergate Financial
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Other Financial Services
Primary Office
  • Castle Marina Road
  • Castle Bridge Office
  • Nottingham NG7 1TN
  • England, United Kingdom

+44 0115 000 0000

Wren Sterling Valuation and Funding

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

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Wren Sterling Competitors (2)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Caledonia Financial Planning Private Equity-Backed Hamilton, United Kingdom 0 000000000000
00000000 000000000 Corporate Backed or Acquired Canterbury, United Kingdom 00 000000&0
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Wren Sterling Investments & Acquisitions (2)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00 000000000 00000 28-Jun-2019 0000000000 Other Financial Services 000 000000
Nicholson Finance 05-Dec-2011 Merger/Acquisition Other Financial Services 000 0000000
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Wren Sterling Subsidiaries (1)

Company Name Industry Location Founded
00 000000000 00000 Other Financial Services Dunfermline, United Kingdom 0000
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Wren Sterling Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Wren Sterling Executive Team (8)

Name Title Board
Seat
Contact
Info
Ian Halley Chief Executive Officer
Jonathan Merry Chief Operating Officer
OFarrell Kevin Director, Private Client
Paul Chafer Chief Commercial Officer
Ian Darby Executive Chairman

3 Former Executives

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Wren Sterling Board Members (1)

Name Representing Role Since Contact
Info
000 00000 Wren Sterling Executive Chairman 000 0000