Wren Sterling has acquired Evans Hart, expanding its presence in the UK financial advisory sector and enhancing its high-net-worth client offerings.

Target Information

Wren Sterling, a leading national financial planning firm in the UK, has successfully acquired Evans Hart, an independent financial advisory business with a strong presence in London and the South East. With close to 40 years of experience in the industry, Evans Hart operates from multiple locations including Fleet Street in London, Kingston, Bookham, and Deddington. The firm's team of advisers possesses significant technical expertise and has cultivated a loyal clientele, primarily consisting of high-net-worth individuals, aligning perfectly with Wren Sterling's service offerings and brand ethos.

Industry Overview in the UK

The financial advisory sector in the UK has shown resilience and adaptability, particularly in response to evolving client demands and regulatory changes. Over recent years, there has been a notable shift towards personal financial planning services, with an increasing number of clients seeking tailored advice to manage their wealth effectively. This trend has amplified the need for firms like Wren Sterling, which emphasize a client-first approach while adhering to robust regulatory frameworks.

Additionally, the high-net-worth segment of the market is experiencing consistent growth, driven by rising asset values, increased investments, and a broader recognition of the