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

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