LEEDS, 4 June 2026 – Aon plc (NYSE: AON), a leading global professional services firm, today announced the launch of a new collaboration with Wren Sterling, a national financial planning firm.
Wren Sterling advises individuals across the UK on financial planning, including pensions, investments, inheritance tax and estate planning, and works with hundreds of UK businesses to deliver employee benefits and workplace wellbeing services. The new collaboration with Aon will enable Wren Sterling to refer clients for risk management and insurance advice services. Aon will be able to introduce its private and small and medium-sized enterprise (SME) clients (those with 25 employees or less) to Wren Sterling for financial planning support.
Alexa Owen, head of private clients in the UK for Aon, said:
"When clients have needs that extend beyond our insurance and risk management expertise, it's important that we can connect them with a trusted resource. This relationship allows us to do just that and gives clients access to Wren Sterling's financial planning capabilities.
"Similarly, it is imperative that private clients and SMEs adequately protect their assets and manage their risk and compliance. Our shared values ensure that clients of both Aon and Wren Sterling will benefit from this collaboration."
Paul Chafer, chief commercial officer for Wren Sterling, said:
"Wren Sterling has a growing high net worth client base that will benefit from Aon's specialist insurance lines, while our Workplace business is increasingly multi-national, so Aon's global presence strengthens our proposition significantly.
"For Aon's clients, our national presence, proven ability to work with clients akin to them and focus on relationships over solutions, will offer the level of personal service and outcomes they are used to receiving."
ENDS
About Aon
Aon plc (NYSE: AON) exists to shape decisions for the better — to protect and enrich the lives of people around the world. Through actionable analytic insight, globally integrated Risk Capital and Human Capital expertise, and locally relevant solutions, our colleagues provide clients in over 120 countries with the clarity and confidence to make better risk and people decisions that protect and grow their businesses.
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About Wren Sterling
Wren Sterling Financial Planning Ltd is a national firm of independent financial planners with 17 UK offices and more than £11bn of client assets*
Wren Sterling advises thousands of individuals and businesses across the UK on every aspect of financial planning including pensions, investments, protection, inheritance tax and estate planning, employee benefits and workplace wellbeing.
The Wren Sterling Group, which incorporates Magnus, its Discretionary Fund Management business, is backed by Lightyear Capital, a New York-based private equity business that specialises in financial services investments, following a secondary management buyout that took place in December 2021.
www.wrensterling.com
*Assets under Management and Assets under Influence combined for Wren Sterling Financial Planning Group companies, as at June 2025. Figure is rounded to the nearest billion and includes Magnus, our exclusive DFM.
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