My focus is to assist my clients to achieve their investment goals in the context of their lifestyle. This requires a personalised investment and asset allocation strategy.
At Sterling we specialise in Investment Management, Estate Plans, Trusts and Wealth Management. I feel very strongly about pension plans as many people neglect their pension investments until it is too late. As a CFP® professional I adhere to the Financial Planning Institutes Code of Ethics and Professional Conduct (a copy of which is available on their website ).