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Stirling Associates (Cheltenham) Ltd

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Stirling Associates (Cheltenham) Ltd

Overview:

Stirling Associates was founded in 1992. From our offices in Cheltenham we offer truly independent and impartial advice and have access to a very wide range of products and services provided by companies all over the UK.

We offer advice to both individuals and businesses on a face to face basis and believe that it is vitally important to build a strong working relationship with our clients. We usually conduct meetings at our offices in Cheltenham but are also happy to meet at clients homes or workplaces.

Since 1992 the company has grown considerably and we can offer clients the expertise of a number of fully qualified and experienced Independent Financial Advisers (IFAs).

Our IFAs can provide clients with a full range of financial services including:

Retirement Planning:
Personal Pensions, Self Invested Personal Pensions, Stakeholder Schemes, Drawdown and Annuities.

Inheritance Tax Planning:
Advice on Trusts and IHT Mitigation.

Investments:
Open-ended Investment Contracts, Investment Bonds, Trustee Investments, Individual Savings Accounts, Investment Trusts, Specialist Investment Schemes.

Mortgages:
Residential Mortgages, Buy-To-Let, Re-Mortgages, Commercial Loans.

Protection:
Life Assurance, Income Protection, Critical Illness Cover, Mortgage Protection, Medical Insurance, Business and Key Person Protection.

Savings:
All kinds of Regular Savings Plans including the Child Trust Fund.

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