The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.
Sterling has a wealth of experience providing expert advice on tangible forms of investment, which may increase over time.
Whether the prime purpose of an investment is growth or income, or both, we work with our clients to tailor investment plans and solutions, to make your finances work for you.
We can offer advice on a range of investment opportunities.
We always begin by meeting clients so that we can assess their individual needs and aspirations. We then create a comprehensive investment strategy, which details our investment advice and proposed solutions.
Clients are kept up-to-speed with any regulatory changes which may affect their investments, and we always endeavour to ensure that the investment packages we suggest are tax-efficient.
There are a variety of assets to choose from and ways to invest:
- Individual Savings Accounts (Investment and Cash ISAs)
- Unit Trusts and Open Ended Investment Contracts (OEICS)
- Deposit based savings (Banks and Building Societies)
- Onshore and Offshore Investment Bonds.
We can also provide advice to clients that plan to save on a regular basis, in order to build up capital.
Once an investment strategy has been implemented, we conduct collaborative reviews with clients on a regular basis. The frequency and cost of these reviews is agreed at the commencement of the contract.*
*Sterling Partnership Limited reserves the right to charge 'ad hoc' fees for other services that may be required, but always discuss these with clients
Sterling Partnership Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.