• Home
  • About us
    • Our Team
    • How We Work
    • Treating Customers Fairly
    • Testimonials
    • Privacy
  • Private Clients
    • Wealth Management
    • Pensions & Retirement
    • Investments
    • Family Protection
    • Later Life Advice
    • Tax & Estate Planning
  • Employee Benefits
    • Business Protection
    • Health and Well Being
    • Group Risk Solutions
    • Auto Enrolment & Workplace Pensions
  • Pension Trustees
  • Knowledge Area
    • Client Login
    • News and Comment
    • Latest Savings Rates
    • Financial Data Links
    • Tax Tables
    • Calculators
    • Life Expectancy Calculator
  • Contact us
Creative Financial
  • About us
  • Our Team
  • How We Work
  • Treating Customers Fairly
  • Testimonials
  • Privacy
  • Contact us

How we take care of your finances

Sterling Financial Consultants offer independent financial advice to individuals and businesses specifically designed around their individual circumstances.

We will help you to review your existing financial situation and reach a representative assessment of your likely needs. For this, you will need to put aside some time to talk to us - the first half hour consultation is free. There's no charge, and no obligation, whilst we assess whether it is worth going ahead.

Depending on your instructions we will then perform a 'needs analysis' built on your current situation, and taking a view of any plans or goals you may have. We will proceed to advise you on anything from a short term financial strategy to a lifetime financial plan, followed up with regular reviews.

Financial Planning process

1. Getting to know you

Determine your goals for your financial future and how we can help you achieve them.

2. Information Gathering

Confirm your current situation by completing a Fact Find as well as an Investment Risk Questionnaire.

3. Research and Analysis

Assess and identify any gap in achieving your desired objectives - create an action plan.

4. Presenting your Financial Plan

Discuss and explain our recommendations in line with your Financial Objectives.

5. Implementing your Plan

Complete all necessary documentation.

6. Ongoing Review

To adapt Plan if circumstances change and/or regular monitoring to ensure plans are continuing to meet Financial Goals.

    Contact Us

    info@sterlingpensions.co.uk

     020 7537 6934

    Registered Address:
    5 Greenwich View Place,
    London,
    E14 9NN


    About us

    About us

    Our Team

    Privacy

    IFA Web Pro ©


    Sterling Financial Consultants Limited

    The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk. Sterling Financial Consultants Limited is authorised and regulated by the Financial Conduct Authority (www.fca.org.uk/register). Financial Services Register No: 521843 Registered in England & Wales, No. 4009965 Registered Office: 5 Greenwich View Place, London E14 9NN. The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.