Wealth Management ServiceWealth Management Service
Sterling Financial Services is a long established and successful firm of Independent Wealth Managers. Our clients enjoy a combination of expert financial planning with exceptional investment research and professional product selection. Our comments concerning investments and our profession are often featured in the media and the management team are working towards making Sterling a consumer champion for the financial services profession.
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.
Our investment service monitors the progress of each investment we recommend and we provide a monthly update for our clients detailing the performance of our most popular portfolios. We tell you immediately if we feel a change in the underlying investment strategy is required.
The integral component of any Wealth Management proposition is the underlying investment platform used to buy and sell investments. It is obviously essential that the platform can access investments from the entire market, but equally important that the provider is financially sound and stable. For this reason Standard Life provides Sterling’s platform of choice, which is a clear market leading solution and provides investors with the peace of mind that a FTSE 100 listed organisation is handling your money.
Although online access is available to our investment platform, we also provide a complete breakdown of where you wealth is held at least once a year. Again, depending on your requirements we can accommodate more regular updates.
If you want to chat through your requirements just give us a call
(lo call) 0845 4080707
