At the outset Sterling Asset Management Ltd arrange a preliminary meeting for the purpose of establishing whether we are able to assist with the prospective client’s needs and objectives. At this meeting we also discuss how we are paid for our services should we be instructed to proceed. Changes to the way you receive valued advice in the new world of financial services.
There’s a saying that goes, ‘People don’t plan to fail, but they do fail to plan.’ Setting lifetime goals is all about starting with the end in mind – thinking about the outcomes you are hoping for. If you are clear about what you want to achieve it will help you make the right decisions.
Will you achieve your lifetime goals?
To make the right decisions you need to be confident that you are obtaining professional financial advice. Our aim is to help you develop your financial plans to ensure you achieve your lifetime goals, whether you want investment advice or advice about retirement planning. So we have been investing in higher qualifications over the past few years and are introducing more transparent ways of charging for our services.
Greater investment of our time and resources
We’ve also been investing more of our time and resources into ensuring that we comply with the rules, known as the Retail Distribution Review (RDR) introduced by the Financial Conduct Authority (FCA), so that you fully understand the charges and process we offer for giving financial advice.
You can expect from us: transparent charges, higher qualifications for advisers and clearer distinctions between the different types of advice.
Clear information about the cost of our advice
Our clients have always paid for financial advice, either in the form of a fee or through commission from a product provider. We provide you with clear information about the cost of our advice and together we agree how you want to pay for it.
The confidence our clients have come to expect
You will know exactly what you are paying for and receive clarity about our advice. This provides you with the transparent charges and confidence that our clients have come to expect from us when paying for advice.
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