Investments

Investments

As a Business owner are you aware of the various investment veichles available to your business? Many of these qualify for large tax savings. At Sterling Financial Services we are dedicated to responsible wealth management and comprehensive investment planning.

We understand that our clients have entrusted our firm with their hard-earned money and will respect this by managing your money with restraint, independence and honesty.

Good investing is not just about doing well during the good times, but also protecting capital during the bad times.

Today there are a bewildering range of savings and investment options available to the investor such as:

  • ISAs
  • Bonds
  • Investment Trusts
  • OEIC
  • Unit Trusts
  • Off Shore Bonds
  • Government Gilts
  • Childrens Savings Plans

Building an investment portfolio must take into account tax opportunities and implications, attitude to risk and reward and balancing it to the need for income, growth or both.

Wealth creation and management is an ongoing process and we look to have regular contact to ensure that we give you the best chance to achieve your investment and savings targets.

We can provide a full investment advice and portfolio planning service for you, and provide annual reviews as part of our service., in addition we utilise the latest technology to provide a modern solution to your needs as we communicate with customers by e-mail and phone as well as face to face. You will also have access to your online file so you can keep up to date with your products, and obtain live valuations of your portfolio.

Please contact Sterling Financial Services on 01444 871661, or feel free to download our guide to Wealth Management Service here.