Mount Sterling Wealth

Independent Financial Adviser Sheepwalk, 9 The Menagerie, Skipwith Road, Escrick, North Yorkshire, York, YO19 6ET
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
16th September 2019
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • EEA
    • Rest of world
    • Employee benefits
    • Group pensions
Meet our advisers
David McLaughlin
Director
Where to find us

Sheepwalk, 9 The Menagerie, Skipwith Road, Escrick, North Yorkshire, York, YO19 6ET

Make an enquiry
About us

Based in Yorkshire, with existing clients also in London, the South East and throughout the UK, we specialise in the provision of bespoke, personal, professional financial advice and tax planning solutions to individuals, their families, Trustees and business owners based here and abroad.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£100,000
Compliance

Authorised and regulated by the Financial Conduct Authority

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