Suzanne Porter - Sterling Wealth

Independent Financial Adviser  1st Floor, Grove House, Didsbury, M20 2DR
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FCA authorised
Last authorised 28th June 2021
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation, your financial objectives and when you want to achieve them. We then develop a plan to meet them.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Meet our advisers
Ms Suzanne Porter Dip PFS
Financial Planner
About us

We provide independent advice across all aspects of wealth management including pensions, investments, savings and protection. We are committed to putting our clients at the heart of everything we do and to developing long-term relationships. This is achieved by ensuring that we understand the individual needs of each client, and by implementing tailored financial plans to address those needs.

Our services

We have a wealth of experience in financial planning including investments, personal pensions, Self-Invested Personal Pensions, Small Self-Administered Schemes, protection and tax planning.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
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

1st Floor, Grove House, 774-780 Wilmslow Road, Didsbury, M20 2DR

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