for investors
Talk to us today 0844 871 8409
Jargon free advice with industry leading products tailored to your needs is at the heart of our service. We are friendly, innovative and accessible with one simple goal, to give advice and guidance for all your financial needs.
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Services at a glance
Advice for business
Advice for individuals
Pensions
Investments with acess to Discretionary Fund Managed Service
Life assurance
Health insurance
Income protection
Mortgages*
Download our costs and services document (.pdf)Benefits at a glance
A model built on compliance with the Retail Distribution Review (RDR)
Fast and professional service
Vibrant and dedicated people
Forward looking products
Unique relationship with business partners
*Your home may be repossessed if you do not keep up repayments on your mortgage.
The cost of mortgage advice is usually 1% of the loan.
Take control of your investments with Sterling McCall Wealth Management
Jargon free advice tailored to your needs is at the heart of our service. We are friendly, innovative and accessible with simple goals - to give advice and guidance for all your financial needs and offer industry leading products that put you in control of your investments.
We consider our approach to financial planning to be innovative and beneficial with the products we can facilitate access to and the services we offer.
We have been involved in an extensive financial market review to determine the best offering for our clients. We considered the make-up of financial products and the optimum way to deliver each component part. One of the results of this brand new perspective of financial management is to utilise the many ways to build a well managed investment portfolio.
As well as these leading industry investment products our expertise also includes the more traditional services and tools you’d expect from a full service IFA including life assurance, health insurance, income protection, investments and mortgages.
We believe in a measured client review process. Our approach is to stay in touch and provide regular opportunities to both; ensure that your investments keep in line with your needs and that they reflect changes in your circumstances.
We will give you control over your money, with precise charges and exact information as to the value of your funds.
With us there are no surprises, what you see is what you get.
“The financial services landscape is evolving.
Clients deserve more transparency and better products.
We are leading the way in servicing this change.”
Steve Moseley
Founder and Senior Partner, Sterling McCall Wealth Management
Talk to us today 0844 871 8409 or email
