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

Personal Client Services


The foundation of the service Sterling Asset Management Ltd provide to our clients is built on developing a long-term relationship that enables us over time to recommend the appropriate adjustments required to our clients financial planning strategy as events inevitably change.

Our approach is simple, we aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving the financial freedom to eventually work through choice and not necessity.

Sterling Asset Management Ltd has a wealth of experience in the areas of financial planning and wealth management and provides clients with a comprehensive service designed to create a bespoke financial planning strategy.



Personal Client Advice

Investment strategies
Pension planning (including income drawdown)
Tax planning strategies
Life and health insurance
School fees planning
Estate planning

Mortgages

At Sterling Asset Management Ltd, we are committed to finding you the right mortgage that suits your individual requirements and circumstances. Your mortgage will be one of the biggest financial commitments you will ever make, so we believe it is vitally important to make sure you always have the most appropriate mortgage available. We will also guide and assist you through each step of the home-buying process.

There can be a number of reasons why you would want to move house, such as wishing to move to a bigger property, downsizing or simply moving to somewhere more preferable. Whatever the reason, it can still be a very stressful experience, especially if you haven't moved for some time. Sterling Asset Management Ltd are experienced in the sale and purchase process, so we understand each step involved and realise that most transactions require a simultaneous completion. Our advisers can guide and assist you through the full process, and we strive to liaise with you and all other parties to make your experience as pleasant and as stress-free as possible.

Sterling Asset Management Ltd has access to the whole of the mortgage market. Our team of advisers have the necessary knowledge, experience and understanding to find the best value for you based on your needs and circumstances, and can guide you through and assist you with all the required criteria.

First Time Buyers
Home Movers
Re-mortgages
Buy to Let
Additional Lending
Home Improvements

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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