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Welcome to
Sterling Independent Advisers

FULL RANGE OF FINANCIAL AND PROTECTION SERVICES

Our Main Services

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    Financial Planning

    Professional Financial Planning is the process which aims to help you realise your ambitions - whate...

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    Pensions

    When you retire you still need food and shelter as an absolute minimum, but of course you will want ...

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    Wealth Management

    Wealth, just like your health, must be carefully preserved. Your assets need to be protected against...

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    Savings & Investments

    Often, people save for a specific reason and it's usually the safest way to build up a pot of money....

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<h6 style="font-size:15px">INDEPENDENT FINANCIAL ADVISERS</h6

INDEPENDENT FINANCIAL ADVISERS

Sterling Independent Advisers

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 01442 233210 or email us at advice@sterling-ind.com and we'll be pleased to help you.

<h6 style="font-size:15px">HOW WE WORK</h6>

HOW WE WORK

Here's how we formulate the plan towards Your Goals

Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

  • ABOUT YOU

    We meet together to discuss your personal circumstances and your current financial situation.

  • YOUR GOALS & AMBITIONS

    Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

  • ANALYSIS

    We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.

  • HOW TO GET THERE

    So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.

  • IMPLEMENTATION

    It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.

  • REVIEW THE PLAN & PROGRESS UPDATES

    If required, review dates will be agreed and can take place annually or more regularly if required or requested.

TESTIMONIALS

See What Our Clients Have to Say About Us

Mr & Mrs J.

Hemel Hempstead

We have been using Sterling for some years now and have always found their service to be excellent.

Mr & Mrs S.

Epping

Keith has been our financial adviser for over twenty years now and the advice he has given us on our investments and pension planning has been first class. His advice is clear and understandable and it has always delivered to our expectations. I would have no hesitation in recommending Keith and the team at Sterling.

Paul B.

Croxley Green

We have been dealing with Sterling for several years now based on recommendation. The service they provide is first class with great attention to detail and the customers best interests are always at the forefront. We have our own personal adviser Keith, who has provided clear and beneficial advice in a relaxed and reassuring manner.  Would highly recommend Sterling and the services they provide.

Mr and Mrs H

Redbourn, Herts

We have been clients of Sterling for around 20 years, they have always given us top class advice in a way that we can easily understand and act upon.

Mr & Mrs W

Berkhamsted

Thank you for the advice and recommendations you gave. We were pleased with the friendly and professional presentation of the information and the clear and understandable explanation of the choices available to us at both our meeting and in your subsequent report. We have now received all documentation relating to the new investments and pension transfers and look forward to doing further business with you in the future.

01442 233210

61 Maxted Road
Hemel Hempstead
Herts,
HP2 7DZ


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