Sterling Asset Management Ltd is a firm of independent financial advisers specialising in the management of investment portfolios, pensions and providing independent mortgage advice.
We’ve been helping clients navigate complex financial markets since 1985 and from those very early days our business has evolved primarily through client recommendations.
Based in Sterling House, 13 Eastgate, Aberystwyth, Ceredigion, SY23 2AR, we provide impartial, unbiased and objective independent financial advice, with a view to protecting and enhancing our clients’ wealth and sense of well-being.
Our qualified independent advisers cover the whole financial services market. Whether you are seeking to build an investment portfolio or creating a tax-efficient retirement strategy we have the expertise to provide the answer.
Impartial advice of the highest quality
At Sterling Asset Management Ltd our highly skilled advisers use state of the art technology enabling us to meet all of our clients’ financial needs both personally and corporately and achieve their objectives in the most cost-effective way.
This is important because there are literally thousands of different options available and our clients want to be certain that any investment, pension, healthcare, or insurance recommendations that we present for consideration are the most appropriate to their individual needs.
In other words, recommendations that are totally in our clients’ interests – not someone else’s.
Our initial meeting is usually without charge after which we provide in writing a full explanation of costs. We do nothing until we have a thorough understanding of our clients’ requirements.
With that knowledge, we can identify the products that will enable our clients to achieve their goals delivered by an entirely personal service. We then prepare and analyse recommendations, assessing benefits against cost.
Our final proposals are well-researched and constructed on the basis of what’s best for our clients and nobody else. And, of course, we are prepared to work alongside our clients’ accountants and solicitors.
We firmly believe in the importance of working together to build rewarding relationships and working closely with our clients enables us to help them fulfil and achieve their objectives.
Here to help
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them.
We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
Want to know more?
To find out more or to arrange a meeting with us, please call
01970 617622, or email firstname.lastname@example.org