At Sterling, our mission is to provide a personalized and friendly service that revolves around you and your family. We have been in business since August 2000 and have grown substantially over the years, but we have always maintained the feel of a smaller company. We pride ourselves on providing ongoing support to those with investable assets above 500,000.
Our priority is to help you make the most of your wealth through sensible investment and tax planning recommendations, all based on your individual circumstances and objectives. With years of experience, we have developed a proven process for advising on investments, ensuring that our clients receive the best possible guidance for their unique situations.
Investment Services
We offer a range of investment services designed to help you achieve your financial goals. Our services include:
- Investment Planning: We work closely with you to determine the most suitable investment strategy for your individual circumstances and objectives.
- Tax Planning and Mitigation: We help you minimize your tax liabilities and optimize your tax efficiency to ensure you keep more of your hard-earned money.
- Retirement Planning: We assist with reviewing and increasing your provision for a comfortable retirement, ensuring you can enjoy your golden years without financial worries.
- Ongoing Support: We provide ongoing support to ensure your investments remain aligned with your changing circumstances and objectives.
Our Approach
At Sterling, we believe that a comprehensive understanding of your financial circumstances is essential in providing personalized advice. Through our tried-and-tested process, we take the time to listen to your goals, assess your risk tolerance, and develop a tailored plan tailored to your specific needs.
Why Choose Us?
By choosing Sterling, you can rest assured that you will receive:
- Personalized Service: We take the time to understand your unique situation and goals.
- Expert Guidance: Our experienced team provides expert guidance to help you make informed investment decisions.
- Ongoing Support: We continuously review and adjust your plan to ensure it remains aligned with your changing circumstances.
- Accessibility: Our dedicated team is always available to answer your questions and provide support whenever you need it.
Overview of the Reviews
The reviews are overwhelmingly positive, with both reviewers giving 5-star ratings.
Customer Service
The reviewers praised the excellent customer service they received. Tony, in particular, was commended for his efficient and gracious handling of pressing issues. The service was described as "great" and the reviewers expressed their gratitude.
Independence and Reliability
One reviewer appreciated the independence of the financial adviser, stating that it "does exactly what it says on its tin". This implies that the firm is transparent and reliable, which is a key aspect of their service.
Recommendation
Both reviewers would recommend the firm, with one describing it as "refreshing" and "rewarding". This suggests that the firm's services are not only competent but also a pleasure to work with.
