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Sterling McCall signs up three more advisers

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Sterling McCall has signed up a further three advisers from Key Benefits and Adviser Professional, adding a further GBP80 million of AUM and GBP700,000 of recurring income to the network.

The advisers, who are all based in Surrey, will receive a loyalty bonus after successful completion of their first year and the option of a guaranteed retirement buyout in tradable equity and cash.
 
After the initial 12 months, the advisers will also have the opportunity to become stakeholders in the business of Sterling McCall’s parent company, Tavistock Investments plc.
 
Steve Moseley, business development director, Sterling McCall, says: “This is a great addition to the Sterling McCall network and is an example of the calibre of adviser that we are attracting as we continue our expansion plans.
 
“We aim to build strategic partnerships with the advisers and recognise that many small, high quality advisory businesses wish to continue servicing their clients but need the support of a larger entity. Coupled with the guaranteed buyout option at retirement, the Sterling McCall proposition is proving compelling to firms with whom we are in negotiations.”
 
Tim Cox of Key Benefits Ltd says: “Working within the Sterling McCall brand gives us the ability to continue offering a small company service yet with the backing of a big company with a robust business model.
 
“In the new post RDR era, many advisers looking at succession planning find that they are having their businesses down valued by buyers. By joining this network, we can ensure a safe pair of hands for our future and that of our clients.”

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