Independent financial advice that puts you first. Whether it's retirement planning, pensions, or investments – we're here to help you make confident decisions about your financial future.
Not sure where to start? These are the questions we help our clients answer every day.
Will I have enough money to enjoy the retirement I've planned for?
We'll help you create a clear roadmap to your ideal retirement date with confidence.
Are my savings protected from market dips and performing well?
Would bringing my pensions together save me money and simplify things?
Could I be making better use of my tax allowances and ISAs?
Should I be in stocks, bonds, property, or a mix? We'll create a portfolio tailored to your goals and risk tolerance.
Estate planning and protection to secure your loved ones' future.
Tailored financial advice that puts your needs first
Planning for the future today could be the difference between a comfortable retirement or one full of challenges. We'll help you get it right.
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Make your money work harder for you. We create portfolios that match your goals and risk appetite – no jargon, just clear advice.
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Multiple pensions from different jobs? We'll assess whether consolidating them makes sense for you – and could even save you from costly mistakes.
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Minimize tax liabilities through efficient planning strategies and allowance optimization.
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Protect your legacy with inheritance tax planning and wealth transfer strategies.
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Safeguard your family's future with life insurance, critical illness, and income protection.
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You really can't put a price on solid financial advice. Or can you?
Research by ILC and Royal London shows that people are on average over £47,000 better off over 10 years with professional financial advice.*
We're not tied to any provider, which means we can search the whole market to find what's right for you
No need to visit an office. We offer telephone and video appointments early morning, lunchtime, or evening – whatever works for you
All our advisers hold professional qualifications (CFP®, CFA®) and years of real-world experience
*Source: ilcuk.org.uk, ILC and Royal London research on the value of financial advice
Speak to an AdviserDon't just take our word for it - hear from our satisfied clients
"Sterling Financial helped me consolidate my pensions and create a clear retirement plan. Their expertise gave me confidence in my financial future."
"Excellent service from start to finish. They took time to understand my needs and provided clear, practical advice on tax-efficient investing."
"Professional, knowledgeable, and always available when I have questions. Their inheritance tax planning saved our family thousands."
Use our simple calculator to get an instant estimate
Even after you've done your research, you'll probably still have some questions. Why not give one of our friendly team a call and explore whether financial advice might be right for you?
We're open: Mon to Thurs 9am – 5pm and Fridays 9am – 4pm
