A Quick Intoduction
Typically our services are aimed at those who have accumulated a relatively large amount of wealth and who are looking for a trusted source of ongoing guidance. It is through the combination of our investment expertise, tax mitigation services and specialist retirement product knowledge that we can deliver unrivaled, high quality solutions. We aim to offer high end expertise at the lowest cost possible.
Our primary purpose is to help you position your wealth in the most effective way to meet with your objectives, whether that is to mitigate inheritance tax, maintain a healthy investment portfolio, reduce your income tax or to simply ensure your financial security in retirement. In addition to ongoing wealth management services we often provide ‘one off’ solutions – expert witness statements, pension freedom withdrawals, cashflow forecasting, pension earmarking orders and auto enrollment expertise. You are just a phone call away from an ethically minded and hardworking team.
“To date I have received good prompt service and everything was explained in straightforward terms.”
“My adviser was very helpful and very honest. I left the office with a very clear understanding of my options.”
“My adviser is very friendly, polite and professional. Everything is explained clearly and I would recommend your services to anyone”
“I cannot praise Sterling enough. I feel my finances are in safe hands.”
“Since Sterling has handled our portfolio we have received excellent service and communication.”
For those clients most suited to investments with a degree of risk we are clear from the outset that no one can predict the future. When suitable, however, we can apply our process which continuously provides common sense guidance and direction reflecting the given economic conditions.