Here at Sterling Financial Services, we are a small, close-knit team. Our incredibly high levels of staff retention and access to real people results in a truly personalised service.
Our clients enjoy a combination of expert financial planning with exceptional investment research and professional product selection. Our staff have an incredible pool of knowledge and experience with proven track records of providing an excellent service. As a company, we are currently engaged to oversee investments in excess of £160,000,000. Our tried and trusted methods and processes allow us to continue to supply the ultimate in wealth management and planning.
Sterling Financial Services offers a wide range of work ready to help you get the most from your money. Whether you are looking for tax planning and mitigation, retirement planning, portfolio management or general financial guidance, we have a solution to match your requirements.
Sterling Financial Services is a Nottingham-based independent financial advisory company. Our team of expert advisors have an abundance of experience and knowledge in the field of wealth management, portfolio monitoring and financial planning in general.
Typically, our services are aimed at those who have accumulated wealth and are looking for a trusted source of continued guidance. With an open, honest and frank approach, we are most concerned with getting the very best results and outcome for our clients.
Our primary purpose is to help you position your wealth in the most effective way to meet your objectives. Whether that is to mitigate inheritance tax, maintain a healthy investment portfolio, reduce income and capital taxes or to simply ensure your financial security in retirement, we can help.
Whilst we tend to focus our efforts to support our clients on an ongoing basis, we are always open to working with those seeking one-off solutions too. We often help with expert witness statements, pension projections, pension freedom withdrawals, cash flow forecasting, pension earmarking orders and auto-enrolment.
“My adviser was very helpful and very honest. I left the office with a very clear understanding of my options.”
Investment Process and Philosophy
We are clear from the outset that no one can possibly predict the future. For those clients suited to investments with a degree of risk, we explain this in detail. Where suitable we can apply our process which continuously provides common sense guidance and direction reflecting the given economic conditions.
Helping individuals effectively budget and plan their retirement income is a key service provided by Sterling. This service has risen further in popularity since the Government introduced the pension freedom legislation in April 2015.
It is our aim to ensure that each year you maximise your returns. Much of our work involves the professional selection of the most appropriate investment strategy, but equally important is the appropriate choice of products that determine the taxation of investment proceeds.
Established in 2000, Sterling Financial Services is an independent financial advisory firm. Based in Nottingham, we provide a national service in all areas of financial planning and wealth management.
Right from the start, we make it clear that we are not a sales orientated firm. We fully appreciate that engaging or replacing a financial advisor or wealth manager is not a decision to take without thorough consideration. With that being said, we do everything we can to make your transition as smooth and easy as possible.
We make it our mission to provide warm and friendly advice complemented by expert analysis and guidance to help you and your wealth go further.
We are often asked to carry out ‘one off’ transactions. We are usually more than happy to oblige. Our main focus, however, is an engagement to providing ongoing services – portfolio management, income withdrawal strategies and tax guidance as and when it is required.
Our main office telephone number is 0115 958 4115. This line is connected directly to our offices in Nottingham. For our clients outside of Nottingham, however, we also have another number. Of course, you can still reach us on the previous one but depending on your service provider, you may find it cheaper to call
