08006122226 enquiries@sterlingtrust.co.uk

Our services

We provide a range of financial advice, management and planning services to businesses and individuals. Our services are designed to grow and protect your wealth in the most tax-efficient way possible.

Our range of financial services for businesses includes:

  • corporate tax planning
  • business financing and debt
  • staff benefits set-up
  • key personnel insurance.

For individuals, we look at managing your wealth with:

  • pension planning
  • savings and investments
  • insurance and protection
  • estate and succession planning.

Contact us to arrange a no-obligation consultation about your wealth management and financial planning needs.

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.

Pensions Planning

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.

Family Protection

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.

Health Insurance

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.

Tax and Trusts

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.

Mortgages and Equity Release

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.

Business Protection

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.

Wealth Management

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.

Employee Benefits

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.

Commercial Insurance

We can provide a full range of commercial insurance services for business through our associated company STP Risk Solutions Ltd.

Working with Solicitors

Working with Accountants