Investment Advice
It is our role as an IFA to help you choose the right investments in order to help you meet your objectives from the huge array of savings and investment products available in the marketplace.
Established in 1997, Sterling Trust Professional Limited is a leading regional firm of Independent Financial Advisers (IFA).
Privately owned, we are free from influence and provide a truly independent financial planning and wealth management service.
Although we operate from an office structure based in Yorkshire and the North East of England, we advise clients across the UK. Our success has been built upon developing and maintaining long term relationships, with our clients at the heart of everything we do.
We have a highly qualified and experienced team of Financial Advisers who provide a personalised service to private and business clients. They are supported by a dedicated administration team using leading industry technology.
We work closely with Accountants and Solicitors to enhance the advice available to their valued clients.
For those practising in either of these professions who would like further information on how we can help, please click on either button below:
If you are an existing client holding one of our Sterling Model Portfolios managed by 7IM, please use the main menu link to access your portfolio.
It is our role as an IFA to help you choose the right investments in order to help you meet your objectives from the huge array of savings and investment products available in the marketplace.
The range of options to those saving for retirement as well as those about to take their benefits is becoming increasingly complex and getting the right advice is essential.
Insurance is designed to protect you financially against the unexpected. Whether your need is Life insurance Critical Illness insurance or income protection we can advise and help.
These days, for people of working age, good health is the normal state, and few people consider what would happen if , due to ill health, their career was interrupted or even stopped. For others, the risks are of frailty in old age.
With legislation changing constantly many people face the potential of a rising tax liability as their personal wealth increases. Our estate and tax planning services work alongside other professionals ensuring you get the best advice available.
Trusts are essentially ways of legally specifying what will happen to your assets in the event of your death. Trusts can be complicated with a large number of options, help in selection is always highly advisable.
At any one time there may be hundreds of different mortgage options, only some of which will meet your needs. We can draw on our many years’ experience within the mortgage marketplace, to find you the most appropriate solution.
For UK homeowners aged 55 and over, equity release could offer a way to release tax free cash from your home. We can help and advise you on what options are available to you.
Many businesses try to protect themselves against every eventuality but many don’t cover their single biggest asset – their employees. Whether you need to insure your business against you or a key person being ill or dying, we can help.
We provide a bespoke wealth management service, which is available to meet the diverse needs of wealthy clients and those aspiring to become wealthier. We can help you manage your wealth according to your individual needs.
The right strategy will enable a business to attract and retain the skilled personnel necessary to meet the challenges of a competitive business environment and to ensure that it is protected adequately so that it can prosper.
We can provide a full range of commercial insurance services for business through our associated company STP Risk Solutions Ltd.
Having successfully transitioned the clients of a number of IFA practices we are highly experienced in the process of acquisition and mergers.
Due to our continued growth we often have new job vacancies available for administrators, paraplanners and advisers.
