Sterling Asset Management Limited

Independent Financial Adviser  Sterling House, Aberystwyth, SY23 2AR
We can advise you on
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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ISA / Unit Trusts / OEICs
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OEICs
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Unit trusts
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Commercial mortgages
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Group Pension/Stakeholder
Response rating
9.0/10
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FCA authorised
Last authorised 6th December 2021
Meet our advisers
MR Robert John Mills
Director

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of financial protection plans.

MR Jonathan Gibson
Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

Sterling Asset Management has been established for over 27 years and have 3 experienced advisers involved and practising in all types of financial advice and planning. We work off our own client bank which is considerable together with introductions from professional firms such as accountants and solicitors. In addition we are involved with private and public institutions. We get reimbursed by either fees or commission which is discussed fully with clients on the first meeting/ interview.

Where to find us
Head office address: Sterling House, 13 Eastgate, Aberystwyth, SY23 2AR
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 6th December 2021

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We are a firm of Independent Financial Advisers providing a bilingual financial planning service to individuals and businesses throughout Wales.