At Sterling Financial Management, we take away the frustrations of financial planning and our approachable friendly team of professional advisers means we can offer both personal attention and over 50 years of combined experience to meet all your financial goals.
We understand the importance of clear, practical and professional advice specifically tailored to meet your requirements and you can be confident that we have the knowledge and experience that you need to be certain that you are in safe hands.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
The range of services include:
- Investments and Savings
- Inheritance Tax Planning
- Wills, Trust and Estate Planning
- Equity Release
We offer impartial advice, face to face and in the comfort of your own home. All consultations prior to completion are free and we work with clients throughout the South East of England.
Please contact Keith Harvey, Principal, for further information or if you would like to arrange an initial consultation.
“Keith Harvey has been our financial adviser for around twenty-five years, which in itself speaks volumes. He has given sound advice regarding pensions, mortgages, investment and tax matters, explaining queries in simple terms, monitoring our investments and suggesting changes where necessary. We had no hesitation in recommending him to our sons when they required financial advice and would be confident to recommend him to anyone requiring financial security.”
28 Imperial Park,
How to contact us
Telephone – 01268 782355