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Sterling Trust Professional Ltd

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Sterling Trust Professional Ltd

Overview:

Established almost 20 years ago Sterling Trust Professional Limited is a privately owned regional Independent Financial Advisory Firm (IFA) with in excess of £500 million assets under influence.

Although we operate from an office structure based in Yorkshire and the North East of England, we advise clients across the UK. Our success has been built upon developing and maintaining long term relationships, with our clients at the heart of everything we do.

We have a highly qualified and experienced team of Financial Advisers who provide a personalised service to private and business clients. They are supported by a dedicated administration team using leading industry technology.

In this increasingly complex financial services market we provide a full range of advice which is covered in more detail in the following pages. We also undertake work with Accountants and Solicitors which we believe is a reflection on the quality of our advice and professional approach.

Being Independent means that the advice we provide is totally unbiased and we are not influenced by any investment manager, insurance company, bank or building society.

As Independent Financial Advisers we are free to advise on financial products available from all product providers. We use advanced computer software to research, compare and select the most suitable deals currently available. We are thus able to make arrangements to maximize the benefits to our clients.

You'll get our help to review your existing financial situation and reach a realistic assessment of your likely needs. For this, you'll need to set aside some time to talk to us - the first one-hour consultation is free. There's no charge, and no obligation, while we find out together if it's worth going ahead.

Depending on your instructions we will carry out a needs analysis based on your current situation, and taking into account any specific plans and/or targets you may have. We will then advise you on anything from a short term financial objective to a lifetime financial plan, followed up with regular reviews.

You will receive professional advice about where your financial arrangements are already good, and where they're inadequate (or not covered at all).

You'll also have our help to decide how much provision you need to make, and the order of priority in dealing with your finances. And of course it will all be sensibly balanced in relation to your current income and your prospects

In almost all cases we are able to make arrangements which clients would be unable to make for themselves. All our proposals will be fully explained and costed so that you'll know exactly what and why before you agree to anything.

On receiving an enquiry, we will arrange an initial meeting which can be at our offices, your home or your place of work. The purposes of the initial meeting are to establish whether we are able to assist with your needs and objectives and to discuss the fees for our services should we be instructed to proceed. There is no charge for this initial meeting and no obligation on either side.

After the initial consultation, we will agree with you how we will be paid for the services you instruct us to provide, both in terms of the amount or hourly rate and the timing of the payment, which could be upfront, when you invest, over time to provide a service to you, or a combination of these.

Previously, financial advisers could also be paid by way of commission based on a percentage of the premiums payable or sums invested. This is no longer allowed for investment-related products under regulatory changes introduced as part of the Retail Distribution Review, which took effect on 31 December 2012. We will now explain to you exactly how much our advice will cost and reach an agreement over how you will pay for it.

Fees will usually be calculated and based on time spent doing the work, the complexity of the work and the experience and qualifications of the adviser involved. Fees may be subject to VAT at the prevailing rate, depending upon the type of work undertaken.

The fees we charge will be a matter for discussion and agreement and no charges will be made without prior notification in writing.

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