Insights

Recent Expansion Wren Sterling has recently expanded its offices across the UK, Northern Europe, and Europe through acquisitions, indicating ongoing growth and potential for cross-sell opportunities to new clients and markets.

Acquisition Activity The company’s acquisition of Keyte Ltd, Mackenzie Taylor Asset Management, and Evans Hart Ltd demonstrates a strategic push to increase assets under management and client base, presenting avenues to upsell additional financial services.

Market Position Recognized as a Top 100 Financial Adviser and shortlisted for Large Firm of the Year, Wren Sterling has a strong reputation and brand presence which can facilitate trust-based sales approaches with prospective clients.

Client Focus Specializing in bespoke financial planning, savings, investments, and retirement strategies for businesses suggests opportunities to introduce new digital tools or advisory solutions tailored to corporate clients' evolving needs.

Technology Use Utilizing platforms like HubSpot and Zendesk Chat indicates openness to digital engagement and automation, providing a foundation for offering innovative tech-driven financial solutions and online advisory services to enhance client experience.

Similar companies to Wren Sterling

Wren Sterling Tech Stack

Wren Sterling uses 8 technology products and services including HubSpot Analytics, Cookiebot, Font Awesome, and more. Explore Wren Sterling's tech stack below.

  • HubSpot Analytics
    Analytics
  • Cookiebot
    Cookie Compliance
  • Font Awesome
    Font Scripts
  • Lightbox
    Javascript Libraries
  • Google Maps
    Maps
  • Microsoft
    Miscellaneous
  • reCAPTCHA
    Security
  • prettyPhoto
    Web Tools And Plugins

Wren Sterling's Email Address Formats

Wren Sterling uses at least 1 format(s):
Wren Sterling Email FormatsExamplePercentage
First.Last@wrensterling.comJohn.Doe@wrensterling.com
90%
First.Middle@wrensterling.comJohn.Michael@wrensterling.com
5%
FLast@wrensterling.comJDoe@wrensterling.com
4%
First@wrensterling.comJohn@wrensterling.com
1%

Frequently Asked Questions

Where is Wren Sterling's headquarters located?

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Wren Sterling's main headquarters is located at 13-19 Derby Road Nottingham, England ng1 5aa United Kingdom. The company has employees across 2 continents, including EuropeNorth America.

What is Wren Sterling's phone number?

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You can contact Wren Sterling's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Wren Sterling's official website and social media links?

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Wren Sterling's official website is wrensterling.com and has social profiles on LinkedIn.

What is Wren Sterling's SIC code NAICS code?

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Wren Sterling's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Wren Sterling have currently?

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As of May 2026, Wren Sterling has approximately 310 employees across 2 continents, including EuropeNorth America. Key team members include Chief Financial Officer: D. K.Chief Operating Officer: L. P.Chief Market Strategist: R. M.. Explore Wren Sterling's employee directory with LeadIQ.

What industry does Wren Sterling belong to?

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Wren Sterling operates in the Financial Services industry.

What technology does Wren Sterling use?

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Wren Sterling's tech stack includes HubSpot AnalyticsCookiebotFont AwesomeLightboxGoogle MapsMicrosoftreCAPTCHAprettyPhoto.

What is Wren Sterling's email format?

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Wren Sterling's email format typically follows the pattern of First.Last@wrensterling.com. Find more Wren Sterling email formats with LeadIQ.

When was Wren Sterling founded?

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Wren Sterling was founded in 2015.

Wren Sterling

Financial ServicesEngland, United Kingdom201-500 Employees

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.

Section iconCompany Overview

Headquarters
13-19 Derby Road Nottingham, England ng1 5aa United Kingdom
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
2015
Employees
201-500

Section iconFunding & Financials

  • $100M$250M

    Wren Sterling's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Wren Sterling's revenue is estimated to be in the range of $100M$250M

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