Two West Midlands advice firms merge to form 'full IFA service'

'Truly independent advice'

Sophie King
clock • 1 min read

IFA and wealth management firm Financial Advice Centre and mortgage adviser firm Sterling Rock have merged together to create a "full financial advice service" in the West Midlands.

The new business will be called Financial Advice Centre and employees from both businesses will sit in one office together.  The firm said the new business will give clients the opportunity to have a "one stop shop" for their investment needs.  As a single business Financial Advice Centre served more than 2,500 clients across the West Midlands and looked after some £250m of funds under management. Sterling Rock, which was founded by George Roberts and was primarily a mortgage advice business, joined Financial Advice Centre at its offices on 1 October. Its team includes Roberts and ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

ValidPath launches client buyout programme for retiring IFAs

ValidPath launches client buyout programme for retiring IFAs

Designed to help with a ‘comprehensive succession and acquisition solution’

Isabel Baxter
clock 02 July 2025 • 4 min read
How one advice firm's consultancy fee charge 'adds value'

How one advice firm's consultancy fee charge 'adds value'

‘We felt that it isn’t right for us to only be rewarded by making a transactional sale’

Isabel Baxter
clock 01 July 2025 • 4 min read
Evelyn Partners completes sale of fund solutions business

Evelyn Partners completes sale of fund solutions business

75 staff to move over to Thesis

Patrick Brusnahan
clock 01 July 2025 • 1 min read