Sterling is a well-established financial services organisation with expertise in all areas of planning and product selection. The firm started back in August 2000 and manages the financial interests of thousands of individuals and businesses nationwide.
We are firm believers that a financial services practice should add value and peace of mind. Our solutions are always delivered in the most cost effective and straightforward manner and treating our customers fairly is a core part of our business ethos.
Our clients enjoy a combination of expert financial planning with exceptional investment research and professional product selection. Appointing one of our team to assist you is easy. It involves a free informal meeting or telephone discussion to review your aims and our services in a little more detail. If you are comfortable to move forward, we will ask for more information on your existing arrangements and your circumstances. Once in receipt of this information we will provide our proposal outlining how we propose to meet with your objectives, how much it is going to cost and how long it will take to organise.
The informal meeting and the written outline of what we would aim to achieve for you are provided free of charge. If you like what we have to say, we would meet again to fine tune our proposals, provide a complete written appraisal and complete the paperwork.
Often our recommendations reflect the need for ongoing advice. Depending on the nature of your finances, we would aim to meet with you at least once a year, but in many cases more often, to ensure you remain on track to meet with your objectives.