WHAT WE DO

Our Services

Pensions

Independent retirement planning designed for clarity, efficiency, and long-term security.

Review & consolidation
Tax-efficient planning
Retirement forecasting
Ongoing optimisation
Drawdown Pensions

Investments

Tailored portfolios built to balance opportunity with protection.

Bespoke portfolios
Diversified strategies
Regular reviews
Transparent reporting

Mortgages

Whole-of-market mortgage advice focused on flexibility and value.

Whole-market access
Buy-to-let expertise
Remortgage support
Flexible terms
Commercial Finance

Insurance

Personalised protection to safeguard your income, family, and future.

Life cover
Income protection
Critical illness plan
Policy reviews

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Your home is at risk if you fail to keep up payments on your mortgage or any other loans secured against it. Buy to Let mortgages and Commercial Lending are not usually regulated by the Financial Conduct Authority. Our services relate to certain investments whose prices are dependent on fluctuations in the financial markets beyond our control. Investments and the income from them may go down as well as up and you may get back less than the amount invested. Past performance cannot be used as a reliable prediction of future performance. Sterling Wealth Limited is an Appointed Representative of New Leaf Distribution Ltd, who are authorised and regulated by the Financial Conduct Authority – Number 460421.