0800 98 000 98

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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The Team

Darren J Smith

Director - Cert PFS

Darren has 16 years experience as an IFA and has developed a substantial client base through offering a range of advice on investment and tax planning for individuals, including inheritance tax mitigation and Capital Gains Tax planning. Darren specialises in investment portfolio construction and ongoing management of these portfolios.

 

John P Lowe

Director - Cert PFS

With 24 years financial services experience, John has a comprehensive knowledge of all aspects of financial planning. John's main roles however are to head up the investment research department at Sterling, to ensure the company's compliance plan is adhered to and that all customers are treated fairly in line with the FSA's TCF guidance.

 

Richard Noone

IFA and Mortgage Adviser - Cert PFS

Richard joined us in January 2007 and has very quickly developed sound relationships with our clients and an understanding of the ethos within Sterling Financial Advice.  Richard has experience of advising for a large UK financial services company along with experience as a dedicated mortgage adviser. 

 

Sarah Turner

IFA  - Cert PFS

Sarah has had experience on both sides of the IFA world as a consultant with a large insurance company and for over 3 years now with Sterling.  Sarah has over 11 years industry experience and has recently moved into the role of IFA, looking after many of our  clients existing portfolios.

 

 

Our team of Financial Planning Co-ordinators:
Vickie McCoy (Operations Manager)
             Lesley Smith (F.P Co-ordinator)
             Amanda Blan (F.P.Co-ordinator)
  

 

 

 

  

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