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We offer Independent Financial Advice and face-to-face Wealth Management services. We aim to make your finances simple to manage and maintain, whilst improving tax efficiency and optimising investment results wherever possible. Either appoint a member of our capable team to provide advice, or bypass the planning process and buy life assurance or one of our most popular portfolios online… find out more...
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Industry news and reviews

Income funds suffer as BP cancels dividend

Equity income was uppermost in many investors’ and advisers’ minds during June with newsflow during the month dominated by speculation – and, eventually, confirmation – that troubled oil giant BP would cancel its dividend.
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15 July 2010
June saw a sharp rise in risk aversion as investors became increasingly preoccupied about the strength and sustainability of the economic recovery, and share prices in emerging markets were not immune from these nerves.
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15 July 2010
Disappointing economic data from the US boosted demand for fixed-income assets during June, after a May in which net retail sales of bond funds dropped sharply to reach their lowest level since August 2008.
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15 July 2010
In a month largely dominated by negative newsflow – ranging from concerns over the sustainability of the economic recovery and the long-term effects of Chancellor of the Exchequer George Osborne’s planned spending cuts.
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9 July 2010
European markets endured another challenging month as worries about some countries’ indebtedness continued unabated, accompanied by widespread concerns that stringent austerity measures imposed by governments might hold back economic recovery.
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9 July 2010
In common with many other major equity markets, Japanese share prices ended June firmly in negative territory as concerns over the prospects for the global economic recovery continued.
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This investment fund features in the Absolute Return Portfolio and is available by opening a SIPP, ISA or a fund account with our wealth management service.. The Cazenove UK Absolute Target Fund is a new type of investment fund, designed to actively deliver a positive returns regardless of wider investment market conditions.
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This investment fund is held in our Balanced portfolio and is available by opening a SIPP, ISA or a fund account with our wealth management service.  It aims to deliver consistent benchmark returns while minimising costs. The fund provides access to the 100 largest UK listed firms by market capitalisation.
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This investment fund features as part of the balanced portfolio and is available by opening a SIPP, ISA or a fund account with our wealth management service. The J P Morgan Consumer Trends Fund was established back in April 2008 to capitalise on the growing wealth of the emerging market consumer. 
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This investment fund features in both our cautious and balanced portfolio and is available by opening a SIPP, ISA or a fund account with our wealth management service.. It aims to provide investors with a total return by investing in a balanced portfolio of commercial property.
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This investment features in our adventure portfolio and is available by opening a SIPP, ISA or a investment fund account with our wealth management service. The Ignis Argonaut European Alpha fund invests in a concentrated portfolio of approximately 30-55 (maximum 60) shares from the European market.
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About Sterling Financial Services

Sterling is a well-established financial services organisation, based in Nottingham, England. As Independent Financial Advisers we offer advice on pensions, investments and tax planning services for both the individual, corporation and pension scheme trustees. We also offer more specialist services such as property acquisition through pension schemes and venture capital trusts (VCT’s). 

Our Wealth Management proposition is by far our most popular service and we manage the wealth of thousands of clients nationwide. Whether you are investing £50 per month or £10,000,000 we have the depth, strength and expertise to help.

You can use our online services to purchase our most popular investment portfolios for your Self-Invested Personal Pension (SIPP), Individual Savings Account (ISA) or as investment fund account without any initial charge and a 30% discount on our normal annual monitoring charge.

Our discounted online life assurance service compares prices of top insurance companies to find you the cheapest quote available.

Alternatively, one of our qualified and regulated financial advisers would be happy to help. Just give us a call if you want to have a chat about which service would be right for you