Learn more about our team
Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.
Keith
Partner & Financial Planner
Keith has been providing financial planning advice in the financial industry for over 30 years. He is the senior partner and has been with Sterling Independent Advisers since 1996.
“I have a passion for financial planning. I genuinely enjoy helping our clients understand and achieve their goals and financial freedoms.”
01442 233210
Sarah
Mortgage Adviser & Equity Release Specialist
Sarah has been in the industry for 8 years and a qualified mortgage adviser for 5 years and thereafter, became an equity release specialist.
Sarah has been working with Sterling Independent Advisers for over 3 years now and is highly regarded by the team for her knowledge and expertise in this complex area when advising clients.
01442 233210
Brian
Consultant
Brian has been involved in the financial industry for over 30 years and was one of the founding partners of Sterling Independent Advisers in 1995. Brian works very closely with Keith to support the sustainability and compliance of the business.
01442 233210
Claire
Administration Support
Claire has been one of the team at Sterling Independent Advisers for over 20 years, being involved in many aspects of the administration of the company including back office systems and finance matters.
01442 233210
Michelle
Financial Planner Support
Michelle has been one of the team at Sterling Independent Advisers since the late 1990’s and has been involved in many aspects of the administration of the company and is currently providing planning support to Keith and our clients.
01442 233210
Glennis
Accounts
Glennis has been one of the team at Sterling Independent Advisers for many years and has been involved in many aspects of the administration of the company and is currently involved in book keeping support.
