About us

Here at Sterling North Ltd, we are regulated by the Financial Conduct Authority (FCA). Our highly qualified advisors are professional, hardworking and 100% trustworthy. As Independent financial advisors, we are here to work for you; not being tied into any products or services means that we can offer advice from the whole of market.

We pride ourselves on our ability to build strong working relationships with our clients, we do this through providing honest, straight talking advice based around your needs and requirements. We are here to help you plan and make the most of your money and cover areas such as pensions, savings & investments, mortgages, insurance and inheritance tax, Will writing and estate planning.

When we first meet, we will explain any costs up front so you know what to expect. There is no rush to proceed and we always encourage our clients to take their time and consider all the options that we have recommended. There are no pushy sales or hidden fees and we’re always on hand to explain anything you’re unsure about.

Book your free financial review

Book a FREE, no-obligation, independent financial review with one of our advisors. Email admin@sterlingnorth.co.uk or call us on 01494 614 636

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Green pledge

At Sterling North, our ethical values are at the core of everything we do. We constantly strive to be as green as we can be so we’ve taken a number of measures to make sure that we are doing all that we can to help shape a better world and build a sustainable future.

Ethical Investing

Ethical investing

Ethical investing is a way that you can grow your savings without using companies and sectors that you disagree with. Cutting out such sectors might mean that you miss out on growth in that area; however, you could argue that a shift in the landscape due to a growing concern about the likes of climate change will see a growth in other industries that provide the likes of renewable energy.

To discuss this further, please speak to one of our advisors.

Regeneration

Just One Tree & Kelp Regeneration

For every new client using our services, we pledge to plant at least one tree. Please see how many trees we have planted so far on our tree counter.

We use Just One Tree, a non-profit organisation, to facilitate this service, and as trees vary in price from region to region, they use any leftover money to help fund the planting of more trees. 3p from every £1 goes towards supporting their kelp regeneration project to tackle the issues our oceans are facing).

Our Services

We offer a variety of services to our clients via face to face meetings, over the phone and email. Any initial appointment will be free unless specified and we will work with you to formulate a plan relating to your needs.

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Will Writing & Estate Planning

Will Writing & Estate Planning
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Pension Advice

Pension Advice
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Savings & Investments

Savings & Investments
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Mortgages

Mortgages
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Insurance & Protection

Insurance & Protection
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Inheritance Tax Planning

Inheritance Tax Planning
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  • I'd just like to take this opportunity to thank you for all you help with our investments. In particular over the last 18 months your help has enabled us to achieve our ambitions of a world trip, move to Cyprus and renovation of our French property. I would be happy to recommend you to anyone, and for for you to show this to prospective clients. I look forward to many more years of using your services.

    Tim

  • Carl has been fantastic over the last couple of years with our mortgage application and subsequent rate change. He's always on hand to answer any questions and has been extremely helpful every step of the way.

    Adam

  • I decided at the beginning of the year, that after some health issues I would like to look into retiring early at 60. I contacted Sterling North, and an appointment was made at the end of January with Louise Birchall. Having discussed my finances at length over 2 meetings, Louise has been a great help in making this possible. She was very understanding and checked everything thoroughly before giving me the best advice. Pensions etc are such a specialised business, I would have been lost dealing with it all on my own. I would recommend Louise to anyone.

    Denise

  • Nicola's sound advice and easy explanation of financial jargon made choosing the right pension scheme for me a simple process.

    Sarah

  • Carl was very helpful. He was never pushy and gave us so many options and let us decide what we wanted to do. He always kept us informed and was extremely helpful, especially chasing things. I will definitely recommend Carl to others.

    Gill and Laurence

  • Nicola has provided financial advice for me and members of my family for a number of years. She is very straight forward to deal with, and both patient and understanding when explaining the issues involved in financial planning. Her unassuming manner and impartiality makes discussing difficult financial issues a comfortable and enjoyable experience.

    Ian

  • A fantastic service! Sterling North came highly recommended, and I wasn’t disappointed. Carl was very efficient and informative every step of the way and secured a great rate. Switching my mortgage deal has never been easier or quicker.

    Sarah

  • I have always been very happy with the advise and service received by Sterling North. You get a genuine feel that there is a real interest in achieving the best and most realistic results for you. With their team of friendly, professional and helpful staff all making it very easy.'

    Charlotte

  • Nicola's straight talking made the daunting task of sorting out my pension a pleasure rather than the chore I imagined it to be! Nicola explains everything in clear, simple terms and does not try to baffle you with jargon. I was pleased to discover that I actually understood what Nicola was telling me, my eyes didn't glaze over for once!

    Laura