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Diamond to be new Barclays chief

Published : Tue, 07 Sep 2010 12:31:59 GMT

House group nears administration

Published : Tue, 07 Sep 2010 18:27:59 GMT

EU's Barroso laments jobs crisis

Published : Tue, 07 Sep 2010 10:27:19 GMT

Tax error letters start to arrive

Published : Tue, 07 Sep 2010 11:45:17 GMT

Most believe 'retirement is over'

Published : Tue, 07 Sep 2010 10:23:12 GMT

Obama to back company tax breaks

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EU agrees new financial framework

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Oracle hires HP's ex chief exec

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Pension rallies hit French cities

Published : Tue, 07 Sep 2010 16:58:57 GMT

Kabul Bank investors' cash frozen

Published : Tue, 07 Sep 2010 09:14:35 GMT

Scam fear over electricity credit

Published : Mon, 06 Sep 2010 23:01:46 GMT

Key Asian interest rates on hold

Published : Tue, 07 Sep 2010 06:12:54 GMT

Strike severely disrupts Tube

Published : Tue, 07 Sep 2010 15:51:45 GMT

US firm buys Realtime Worlds game

Published : Mon, 06 Sep 2010 17:41:38 GMT

Workplace accidents 'unreported'

Published : Tue, 07 Sep 2010 15:01:12 GMT

Demand for Equitable Life payout

Published : Mon, 06 Sep 2010 10:52:39 GMT

Tax holiday for UK firms kicks in

Published : Mon, 06 Sep 2010 13:59:37 GMT

UK slipping down graduate league

Published : Tue, 07 Sep 2010 09:09:48 GMT

School clothes boost retail sales

Published : Mon, 06 Sep 2010 23:01:08 GMT

Obama unveils $50bn building plan

Published : Mon, 06 Sep 2010 18:15:40 GMT

Banknote staff falsified records

Published : Tue, 07 Sep 2010 14:48:09 GMT

Union warns BA of fresh strikes

Published : Mon, 06 Sep 2010 17:43:55 GMT

UK mobile firms to merge networks

Published : Mon, 06 Sep 2010 14:15:02 GMT

Rovers takeover man left UK debts

Published : Sun, 05 Sep 2010 05:02:53 GMT

Delhi loses patience with Commonwealth Games

Published : Fri, 03 Sep 2010 01:51:45 GMT

Hawk-Eye firm lined up for sale

Published : Wed, 01 Sep 2010 11:14:20 GMT

Connaught workers on the future

Published : Tue, 07 Sep 2010 14:10:56 GMT

Retail: "Good news for savvy shoppers"

Published : Tue, 07 Sep 2010 11:24:28 GMT

Tube strike brings major delays

Published : Tue, 07 Sep 2010 18:07:19 GMT

What to do if you get a tax letter

Published : Tue, 07 Sep 2010 14:47:17 GMT

Robert Peston on new Barclays chief

Published : Tue, 07 Sep 2010 06:44:08 GMT

Housing group 'near administration'

Published : Tue, 07 Sep 2010 12:46:44 GMT

Singapore's PM courts China trade

Published : Tue, 07 Sep 2010 12:05:18 GMT

India cashes in on smartphone apps

Published : Tue, 07 Sep 2010 11:26:54 GMT

Past is the future

Published : Fri, 03 Sep 2010 11:21:05 GMT

Q&A: Income tax

Published : Tue, 07 Sep 2010 05:56:41 GMT

Crystal ball gazing

Published : Mon, 06 Sep 2010 23:05:49 GMT

Spending review

Published : Fri, 03 Sep 2010 13:21:50 GMT

Starting up

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Merger mania

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Ongoing Management

SERVICE IS PARAMOUNT

The creation of your portfolio is not the end of the solution, it is vital that it continues to be managed. Fund managers leave, charges can rise, a fund's objectives and risk can change and in time the investment you once made becomes unsuitable.

That is why Sterling Financial Advice focuses so much of our energies on service. Many of our clients appreciate the benefit of our ongoing management service

  • We recommend that at least once a year you meet with your adviser to review your existing policies and confirm that your goals and risk profile remain the same.
  • We can provide portfolio valuations half-yearly, yearly or on request.
  • Your Adviser is available on the phone to discuss your portfolio.
  • All funds are monitored by our investment team.
  • All our Paraplanners have financial planning qualifications, so queries are efficiently dealt with.

 

Details of costs can be found on the download section of this site.

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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.

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