Sterling Asset Management & Services Ltd

Financial Services - , , United States

Sterling Asset Management & Services Ltd Details

David Hindle DipPFS AIFPI have been an Independent Financial Adviser since 1993. I have worked in a variety of different organisations such as a high street bank, national accountants, regional accountants and as a self employed adviser. Over the years I have obtained various qualifications within the field of financial planning including;G80 Long Term Care, life and health protectionJO1 Personal TaxCF2 Investment & RiskCF7 Lifetime MortgagesCF8 Long Term Care InsuranceHR1 Home Reversion PlansI hold the Diploma in Financial Planning and am an Associate of the Institute of Financial Planners. I have advised mainly in the elderly client market for 8 years and am called upon by various law firms, professional practices and have been used by Radio Derby to provide specialist advice in this area.My clients will typically have a number of concerns;Pre retirement planning Investment planning for retirement Inheritance tax planning+ Long term care planning Equity release† +The Financial Servives Authority does not regulate taxation and trust advice†This is a lifetime mortage, to understand the features and risks ask for a personalised illustration.

Employees: 14
HQ:
Location: , , United States
Revenue:

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