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Carpenter Rees
Value Undisclosed

Carpenter Rees

M&A Exit
Exited
Financial Services Published 5 May 2026

Summary

WBR Group, the UK's largest independent provider of SSAS administration and integrated professional services, has acquired the SSAS book of business from Carpenter Rees, a Manchester-based financial planning firm.

Summary of transaction details:

  • Value: Undisclosed
  • Sector: Financial Services
  • Advisor: Not disclosed
  • Key Entities: WBR Group, Carpenter Rees
  • Location: UK

Note: This acquisition is part of WBR Group's long-term growth strategy, which focuses on combining scale, technical expertise, and high-level client service, and is expected to strengthen the company's position in the UK's SSAS administration and integrated professional services market.

Lead Investor / Acquirer

WBR Group

Advising Broker

Undisclosed Firm

Original Source

View the original press release or news article describing this transaction in full.

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