WELCOME TO STERLING ASSET MANAGEMENT

WE are committed to putting our clients at the heart of everything we do and to providing the best possible service.

HERE TO HELP

Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them.

We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.

IMPARTIAL ADVICE OF THE HIGHEST QUALITY

At Sterling Asset Management Ltd our highly skilled advisers use state of the art technology enabling us to meet all of our clients’ financial needs both personally and corporately and achieve their objectives in the most cost-effective way.

This is important because there are literally thousands of different options available and our clients want to be certain that any investment, pension, healthcare, or insurance recommendations that we present for consideration are the most appropriate to their individual needs.

In other words, recommendations that are totally in our clients’ interests – not someone else’s.

OUR SERVICES

LONG-TERM CARE

GENERAL INSURANCE

PROTECTION

PENSIONS

WILLS

SAVINGS AND INVESTMENTS

MORTGAGES

AUTO ENROLMENT

OUR APPROACH

Our initial meeting is usually without charge after which we provide in writing a full explanation of costs. We do nothing until we have a thorough understanding of our clients’ requirements.

With that knowledge, we can identify the products that will enable our clients to achieve their goals delivered by an entirely personal service. We then prepare and analyse recommendations, assessing benefits against cost.

Our final proposals are well-researched and constructed on the basis of what’s best for our clients and nobody else. And, of course, we are prepared to work alongside our clients’ accountants and solicitors.

We firmly believe in the importance of working together to build rewarding relationships and working closely with our clients enables us to help them fulfil and achieve their objectives.

WANT TO KNOW MORE?

To find out more or to arrange a meeting with us, please call

01970 617622, or email financial@sterling-a-m.com