Financial Advice Centre now provides mortgage and commercial lending advice
Posted by siteadmin on Tuesday 1st of October 2019.
We are excited to announce our merger with homegrown Mortgage Advisers, Sterling Rock.
Sterling Rock was founded by local Mortgage Adviser George Roberts. Our firms help clients plan and achieve their financial objectives and have been recommending each other’s services for four years. We are making this relationship official by joining under one roof and umbrella company as Financial Advice Centre.
George and his team of three Advisers, will join Financial Advice Centre in their offices in 7 Sansome Place from 1 October 2019.
Piers Mepsted said:
We are currently celebrating our 20th anniversary year, so this is an exciting development for us and an exciting time to be announcing it. As IFA’s and wealth managers, we focus on pension and investment solutions for clients and have built up a reputation as technical specialists in these areas. Our wide variety of clients ranges from younger clients looking to protect their family’s financial future with life assurance and income protection to inheritance tax and legacy planning. What underpins all the advice we give is always taking into consideration the reduction of tax liabilities."
“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. We will operate as one Team, sharing expertise and collaborating for our clients' benefit. Our clients have always been impressed by George and his team’s outstanding service and commitment. Their sensitive and intelligent handling of what can be a stressful and difficult process is very professional and why we feel they are a natural fit with our team at Financial Advice Centre."
George Roberts, Founding Director, Sterling Rock agreed:
"We have worked with Financial Advice Centre for a number of years, so we knew each other professionally. My clients have benefitted considerably from help in planning for their future and retirement. Both our businesses work in a similar way too – focussing 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."
Find out more about our new mortgage offering by visiting our new Mortgages section.