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...
Creation of chief commercial officer role
£800,000 annual fee income
Private equity-backed business
Northants and Cambs client base
First acquisition of 2021
Third highest monthly figure since 1993
'Cannot normalise this level of loss'
There is no shortage of IFA firms looking to sell up, writes Daniel Baade. However, the big question is how to finance the acquisition of IFA or wealth management firms...
Supported over Christmas
Plus online scams