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WELCOME TO Sterling Wealth Management
Lifestyle Financial Planner based in Sussex.
We are a financial planning business based in the heart of Sussex, supporting individuals, families and small businesses achieve their goals and implement strategies to grow and protect their wealth.
At Sterling Wealth Management we have built an experienced Team to deliver trusted financial advice for our clients. Our team carries with them life experience, industry qualifications and empathy to provide a deep understanding of life's twists and turns which we use to help you achieve your goals now and into the future.
Call us today on 01444 225 347 or email us at info@sterling-wm.com and we'll be pleased to help you.
Financial Services
We offer a full range of financial services and have highlighted three of our most popular below.
Financial Planning
Saving is a stage on the way to investing. Investing is what you can do with the savings you have created...
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Retirement Planning
A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level...
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Wealth Management
Wealth, just like your health, must be carefully preserved. Whatever your level of wealth, there is nothing wrong in...
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The plan for you
1About You
We meet together to discuss your personal circumstances and your current financial situation.
2Your Goals & Ambitions
Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
3Analysis
We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.
4How to get there
So now we know where you are and where you want to be. In this phase, we present your Personal Financial Plan.
5Implementation
It's time to implement the plan. Every course of action that we have recommended and agreed with you is now put into motion.
6Review the Plan & Progress Updates
If required, review dates will be agreed and can take place annually or more regularly if required or requested, ongoing fees will be agreed as to which service level is required.
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Ask us about the Best Financial Advice for Your Future
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Sterling Wealth Management is a trading style of Sterling Financial Wealth Limited an appointed representative of Quilter Financial Services Limited which is authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited is entered on the FCA register (https://register.fca.org.uk/s/) under reference 440703.
Sterling Financial Wealth Limited T/A Sterling Wealth Management Ltd: Registered in England and Wales No. 07692932. Registered Office: 5 Church Road, Burgess Hill, England, RH15 9BB.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at customers based in the UK.
Approver Quilter Financial Services Limited 06/07/2026
