Featured image
Financial Planners

Sterling Financial Advice Limited

Sterling Financial Advice Limited is a financial services company located in Manchester, England. They specialize in providing expert financial planning and advice to their clients. With a team of experienced financial planners, Sterling Financial Advice Limited is dedicated to helping individuals and businesses achieve their financial goals. Their services include investment planning, retirement planning, estate planning, and more. As a trusted name in the industry, Sterling Financial Advice Limited is committed to providing personalized and comprehensive financial solutions to their clients.

Introduction to Sterling Financial Advice Limited

Sterling Financial Advice Limited is a financial planning company that was established in Manchester, England. Their goal is to provide their clients with the best financial advice and services to help them achieve their financial goals. What sets Sterling Financial Advice Limited apart from other companies is their personalized approach to financial planning. They take the time to understand their clients' needs and create customized plans that fit their unique situations.

Services & Products

Sterling Financial Advice Limited offers a wide range of financial services that include retirement planning, investment planning, estate planning, and tax planning. They also provide insurance services such as life insurance, critical illness insurance, and income protection insurance. Clients can choose from a variety of products such as mutual funds, stocks, bonds, and exchange-traded funds (ETFs).

Location

Located in Atherton, Manchester, Sterling Financial Advice Limited is situated in a bustling market area with a variety of shops and businesses. The area is easily accessible by public transportation, with the Atherton train station just a short walk away. Other nearby public transportation options include the Hag Fold train station and several bus stops.

Benefits

Choosing Sterling Financial Advice Limited means working with a team of experienced financial planners who are committed to their clients' financial success. They offer personalized financial planning services and are dedicated to helping their clients achieve their goals. Sterling Financial Advice Limited is also a trusted financial services provider, with a track record of success and a commitment to providing transparent and ethical services.

Good to Know

Customers should be aware that Sterling Financial Advice Limited is a fee-based financial planning company. This means that they charge a fee for their services, rather than earning commissions on the products they sell. This ensures that their clients receive unbiased financial advice that is customized to their unique needs.

Reviews

Customers have praised Sterling Financial Advice Limited for their personalized approach to financial planning. They have been described as knowledgeable, trustworthy, and committed to their clients' success. Clients appreciate the transparent and ethical services they receive, as well as the customized financial plans that are tailored to their unique needs.

Amenities

  • amenity
    free consultation
  • amenity
    online account access
  • amenity
    financial planning
  • amenity
    investment advice
  • amenity
    retirement planning
  • amenity
    tax planning
  • amenity
    insurance coverage
  • amenity
    wealth management
  • amenity
    budgeting assistance
  • amenity
    credit counseling

FAQ

What types of financial planning services do you offer?

We offer a range of financial planning services including retirement planning, investment planning, tax planning, estate planning, and insurance planning.

How do you customize financial plans to fit individual clients?

We take the time to understand our clients' unique financial goals, risk tolerance, and financial situation. We then tailor a financial plan that fits their specific needs and objectives.

What are your fees and how are they structured?

Our fees depend on the type and complexity of the financial planning services required. We typically charge a flat fee or a percentage of assets under management. We are transparent about our fees and will discuss them with our clients before starting any work.

What professional qualifications do your financial planners have?

Our financial planners hold professional qualifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Chartered Financial Planner (ChFP). They also have years of experience in the financial planning industry.

Can you provide references or testimonials from satisfied clients?

Yes, we can provide references and testimonials from our satisfied clients. We are proud of the relationships we have built with our clients and the positive impact our financial planning services have had on their lives.