Protection for you and your family. Don't wait until something happens, protect yourself and the ones you love now. |
Investments working hard enough? Our advisers can make them work harder |
The sooner you start making plans the more chance there is of enjoying your retirement. |
Don't let the tax man benefit from your family's inheritance. |
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Your Current Financial PositionAre your policies still right for you?It is not unfamiliar for us to be presented with a box of papers, or files filled with statements at a first meeting. This is because it is natural not to throw away documents received by life offices and investment companies if you’re uncertain about the contents, relevance and its importance. Our experienced advisers will be able to help organize your records, highlight important documents and comment on their relevance to your financial objectives. As Independent Financial Advisers and with your authority, we are able to request detailed information on your existing policies in order to fully and accurately make recommendations on your overall finances. From this information the adviser can gain a picture of your needs and discuss your aims before presenting a detailed report with recommended advice. CLICK HERE
Sterling Financial Advice Ltd is authorised and regulated by the Financial Services Authority. FSA No 434667. Registered in England No 05349147. Registered Office: Sterling House, 2-6 Market Place, Atherton, Manchester. M46 0EG. Bookmark with :
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