STERLING LAND

Our process is what puts us head and shoulders above the rest. We take a personal and engaging approach to addressing our clients' financial and life needs. Through a series of meetings, we gain a complete and detailed understanding of a client's current situation and future goals and needs. From there, we tailor strategies specific to them. Each individual plan starts with an Investment Policy Statement, which sets the course for a comprehensive wealth management solution. It spells out your risk tolerance, ideal portfolio make-up and investment strategies we will take to achieve your goals. We apply a disciplined approach that helps our clients stay focused on the management of financial decisions that shape their future. We believe a formalized plan eliminates not only the guesswork, but the emotion as well. No second-guessing. By taking a consultative approach rather than a transaction-oriented one, we remove conflicts of interest as well. We believe in being transparent... Based..

Primary location: Ancaster United Kingdom