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

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 three advisers.

Prior to the merger, the two firms had been recommending each other's services to clients for four years. 

Financial Advice Centre managing director Piers Mepsted (pictured, right) said: "Being able to offer mortgage advice from an independent firm not tied to any particular provider means our clients can now receive an efficient, cost effective, full service, independent offering under one roof.

"Our clients have always been impressed by George and his team's outstanding service and commitment."

Sterling Rock founding director George Roberts (pictured, left) added: "Both our businesses work in a similar way too - focusing on building long term relationships with clients - so it feels like a natural and straightforward progression to work even closer and is only beneficial for all our clients."

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• Topics
• Companies
• Financial Advice Centre
• Sterling Rock
• George Roberts
• Piers Mepsted
• mergers