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

Blevins Franks service targets UK advisers amid European tax 'education gap'

Blevins Franks service targets UK advisers amid European tax 'education gap'

‘This is a really natural home to sort things out’

Sophia Panayi
clock 07 August 2026 • 2 min read
Lockhart Capital Management receives PE minority investment

Lockhart Capital Management receives PE minority investment

Will remain majority owned and controlled by employees

Sophia Panayi
clock 06 August 2026 • 1 min read
Quilter pre-tax profits up 12% to £112m in H1

Quilter pre-tax profits up 12% to £112m in H1

Record core net flows of £6bn

Jenna Brown
clock 06 August 2026 • 2 min read