JW
James Watson
Independent Financial Consultant at Sterling Trust Professional
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Work Experience
Independent Financial Consultant
Apr 2018 - Present · 6 years and 8 months
Private Banking & Advice Manager
Oct 2015 - Apr 2018 · 2 years and 6 months
Financial Consultant
Mar 2007 - Oct 2015 · 8 years and 7 months
Company Details
Independent Financial & Mortgage Advice. Established in 1997 Sterling Trust Professional Limited is a privately owned regional IFA with in excess of £500 million assets under influence and offices stretching from Hull to Newcastle. We are positioned to provide solutions to meet all the financial planning and wealth management requirements of individuals and businesses alike. Investment, Pensions, Protection & Tax Planning being our core range of advice. Through our regional offices, and using the latest technology, we accommodate the differing needs of clients by offering face-to-face financial planning and wealth management. In this increasingly complex financial services market, our advisers have a wide range of qualifications and experience. We seek to have long-term client relationships by giving a high level of professional service to businesses and individuals, often liaising directly with clients other professional advisers.
Year Founded
1997
Social Media
Linkedin
Industry
Financial Services
HQ Location
1 Waterside Business Park Livingstone Road Hessle, HU13 0EG, GB
Keywords
Wealth ManagementSavings & InvestmentsProtectionTax PlanningLong Term CareEstate & Tax PlanningEquity ReleaseBusiness ProtectionAuto EnrolmentMortgage Advice
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