Trusted Financial Advice

Independent Financial Advice You Can Trust

At Sterling Wealth, we help individuals and families plan their financial future with care and professionalism. From pensions and investments to mortgages and protection, our advice is built on understanding, so your next step is always an informed one.

Aidan Miller Portrait Photo | Sterling WealthKelsie Hastie Portrait Photo | Sterling WealthCraig Jardine Portrait Photo | Sterling Wealth

We help you navigate your wealth journey with expertise.

Trusted Financial Advice

Guiding Wealth with Clarity and Confidence.

At Sterling Wealth, we help individuals and families plan their financial future with care and precision. From pensions and investments to mortgages and protection, our advice is built on understanding — so your next step is always an informed one.

Aidan Miller Portrait Photo | Sterling WealthKelsie Hastie Portrait Photo | Sterling WealthCraig Jardine Portrait Photo | Sterling Wealth

We help you navigate your wealth journey with expertise.

Trusted Financial Guidance, Tailored to You.

Aidan Miller and Daniel Jardine in Sterling Wealth Office
Our Story

A Modern Approach to Financial Planning

Sterling Wealth was founded on a simple principle — that financial advice should be focused on assiting clients to achieve their financial goals throughout their lifetime.

30+

Years of industry experience

95%

client satisfaction

Our Expertise

Comprehensive advice, shaped around you.

We cover every key area of personal finance, ensuring your plans connect — not compete. Each service is delivered independently, with a focus on clarity, suitability and long-term results.

Aidan Miller speaking with client in the Sterling Wealth office
Our Values

A Client Centred Approach

Advising well starts with listening. We take time to understand your goals, objectives, and current situation, so that every recommendation is tailored to you.

We combine traditional financial principles with modern tools and insight. Every strategy is informed by data, experience, and the awareness that markets (and lives) evolve.

Understanding your goals and objectives, allows us as advisers to create a financial plan which is suited to you. As your priorities throughout your life  we continue to ensure your financial plan meets your objectives.

Our independence is more than a label; it is a commitment to our clients. As an Independent Financial Adviser, it allows us to recommend solutions based solely on what is right for you.

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Our Track Record

Measured results. Meaningful relationships.

We’ve built our reputation on disciplined advice, steady performance, and long-term partnerships. Every number below reflects the trust our clients place in us — and the responsibility we carry in return.

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24+

Investment portfolios managed with bespoke strategies focused on sustainable growth.

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95%

Of clients renew their advice agreements annually, reflecting confidence in our ongoing support.

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20+

Professional partners across mortgages, pensions, and protection — ensuring every plan connects seamlessly.

TESTIMONIALS

Client Reviews

"Kelsey recently helped us secure our first mortgage, Kelsey gave us clear instructions on what we needed to provide which meant the process was as stress free as possible! She gave constant updates and fast replies! I would highly recommend Kelsey if you are looking for advice she was amazing."

Abbie Hatton

"Great service from Sterling Scotia! Kelsey managed to secure me an excellent mortgage rate despite being told by others that I would struggle due to my occupation. All my questions were answered promptly and I was regularly updated throughout the process. I highly recommend this company."

Ryan Boyle

“I would definitely recommend using Sterling Scotia if you are looking for assistance in financial matters. We used them to help with our Mortgage in Principle and it took all of the stress and worry away from us and made the process very straightforward. Both Aidan and Kelsey were very professional and quick to respond to any of our questions. Would highly recommend!”

Cameron Brown

“We were looking for a Mortgage Advisor who would provide us with support and make us feel comfortable when buying our first home. From the beginning, Aidan was extremely professional and supportive. He was always available to answer any questions we had, and went above and beyond to ensure we understood each step of the process. ”

Shannon Hall

“The best and most trustworthy company I’ve ever dealt with. Done my mortgage and my insurance, made me feel so comfortable and confident with this company! I’m so pleased to have Kelsey dealing with it all, could trust Kelsey with my life that’s how professional Kelsey was throughout the full process. Can’t thank Kelsey enough for what she has done.”

Craig Muldoon

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Our mission is to help individuals and families build lasting security through clarity, integrity, and expert financial guidance.

Click below to book an appointment and speak with an advisor.