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Sterling Planners are specialists in UK Pension transfers (QROPS) and believe a good plan makes a world of difference

For 25 years, we’ve given clients the confidence and knowledge to make the right financial decisions to help achieve their lifestyle goals, both now and in the future.

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Having a great financial adviser:

  • Gives you an approachable “financial coach” to help you put in place your financial strategy – leaving you time to focus on what’s important to you.
  • Provides you confidence, knowing that your financial strategy is professionally managed which is comforting given the constant changes in tax and superannuation legislation.
  • Helps to protect your income and your business by putting in place the right insurance strategies, giving you peace of mind and security for you and your family.
  • Gives you the confidence and knowledge to make the financial decisions to help you achieve your lifestyle goals.
  • Impacts your financial position positively, as your trusted expert is regularly monitoring your progress and is available to advise wherever issues arise.

Meet the Team

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Who We Have Helped