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Disposal of Critchleys Financial Planning to national advisory firm Wren Sterling

Disposal of Critchleys Financial Planning to national advisory firm Wren Sterling

July 2022: Oxford-based IFA Critchleys Financial Planning (“Critchleys FP”) sold to private equity-backed IFA consolidator, Wren Sterling.

About Critchleys FP

Headquartered in Oxford, England, Critchleys FP is a long-established, regional IFA, led by Jason McGuigan, with circa £150m assets under management and 300 household clients. The rebranded Critchleys FP will provide Wren Sterling with a new hub in Oxfordshire to complement its eight other locations around the UK.

The vendor was Critchleys, the leading accountancy, tax, and human resource consultancy firm in Oxfordshire.

Mark Rusher, Critchleys Managing partner said “Kinetix has a long track record of advising in the UK wealth and IFA space. Their detailed insight into and knowledge of key areas, such as valuation, were invaluable.”

Critchleys Partner Ray Barrett commented: “Jason and team have built a fine regional IFA business, with an excellent reputation and client base, leading to an attractive recurring fee income profile. It is therefore a natural consolidate, in what is still a highly fragmented industry. Wren Sterling is great home, with great private equity backing ”

The Critchleys announcement can be found here.

About us: Kinetix Critchleys Corporate Finance is an independent corporate advisory boutique, with sector specialisms in Sustainability & Cleantech, Hard & Soft tech, Financial Services including Fintech, and Healthcare. We provide strategic and M&A advice, business planning, valuations, and fund-raising services.

Find out more about Ray Barrett

Ray Barrett

Ray Barrett

Partner, Kinetix Critchleys Corporate Finance