Nottingham financial planning firm Wren Sterling has completed its acquisition of Evans Hart, an independent financial advice business serving clients across London and the South East for almost 40 years.
With offices in Fleet Street in London, Kingston, Bookham and Deddington, the Evans Hart team brings a predominantly high-net-worth client base.
The completion of this transaction sees Wren Sterling add £1.8bn of acquired assets under management in 2025.
James Twining, CEO of Wren Sterling, said: “Evans Hart and its people are a fantastic addition to Wren Sterling. Their long-standing client relationships, high-calibre advisers and strong proportion of higher net worth clients align perfectly with our brand and service standards.
“When we look to partner with a business, our overriding priority is whether we can deliver a successful integration – because that is what produces the right outcomes for clients. In Evans Hart, we saw a team whose client first culture, robust approach to advice, proposition and operating model are strongly aligned with ours, giving us real confidence we can deliver an outstanding experience for clients, colleagues and shareholders.
“This deal also strengthens our geographic footprint, giving us a new London hub and creating a powerful network across the South East alongside our existing offices in Oxford, Sidcup and Shepperton.”
Stephen Evans, managing director of Evans Hart, said: “For nearly 40 years, helping clients achieve their long-term financial goals has been the heart of our business. As we looked to the future, we wanted a partner that shares those values and could take on more of the operational and regulatory burden, so our advisers can dedicate even more time to the people we serve.
“Wren Sterling stood out for its rigorous, thoughtful approach to integration. From the outset, they’ve been proactive, transparent and supportive — giving us real confidence that our clients, and our team, will thrive within Wren Sterling’s broader proposition.”
