Sterling Asset Management Ltd has been built on professionalism, reliability, and providing sound financial advice

Our Services


There are times when it can prove difficult to establish your true financial needs, which is why we provide advice in a friendly and understandable manner.

Sterling Asset Management Ltd has been built based on honesty, reliability and an excellent service. Many of our clients have personally trusted us for nearly 30 years and throughout this period we've developed many good friendships.

Sterling Asset Management Ltd offer both personal and corporate advice on a whole range of financial services including the following:


Personal

Retirement and pension planning
Investing for capital growth or income
School fees planning
Tax planning and mitigation*
Protection against critical illness
Income protection
Inheritance and succession planning
Long-term care
Private medical insurance*
Family protection life assurance

Corporate

Employee benefits implementation and management
Flexible employee benefits menu systems
Group and executive
Pension schemes
Group income protection
Group Private Medical Insurance
Group death-in-service and dependants benefit schemes
Partnership and directors share protection
Key person business protection
Advice for your employees if required
Court of Protection Advice
Personal Injury Advice

*The Financial Conduct Authority (FCA) does not regulate all of these products and services

Testimonials

See what our clients have to say about us

Corporate Clients

Sterling Asset Management Ltd provides business owners with corporate financial planning advice

Resources

Our latest digital magazines and financial guides

Private Clients

Sterling Asset Management Ltd has a wealth of experience in financial planning 

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Registered Address: Sterling House, 13 Eastgate, Aberystwyth, Ceredigion SY23 2AR. Authorised and regulated by the Financial Conduct Authority.
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Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.