Aon and Wren Sterling have announced the launch of a new collaboration to refer clients for their respective services.
The partnership will enable Wren Sterling to refer clients for risk management and insurance advice services.
Meanwhile, Aon will be able to introduce its private and small- and medium-sized enterprise (SME) clients to Wren Sterling for financial planning support.
“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,” commented Aon head of private clients in the UK, Alexa Owen.
“This relationship allows us to do just that and gives clients access to Wren Sterling’s financial planning capabilities.”
Owen said it was “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,” she added.
Wren Sterling chief commercial officer, Paul Chafer, said the firm’s growing high net worth client base would benefit from Aon’s specialist insurance lines.
“Our Workplace business is increasingly multi-national, so Aon’s global presence strengthens our proposition significantly,” he continued.
“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.”
