About Us

Location

Our offices are located in Flemingate, in the market town of Beverley, near Hull in East Yorkshire.

Flemingate is in the ‘old town’, of Beverley, and our office is approximately 50 yards from the east window of Beverley Minster. The origins of the office building date back to the early 1600’s, and for that reason the building is ‘listed’.

Road access to the office is good and Hull is just a 15 minute journey by car. We are just a short stroll away from Beverley town centre, with its shops, coffee bars and restaurants.

As a Sterling customer you’ll always receive a warm welcome at our offices on Flemingate. Please feel free to call us for assistance with parking.  We also offer an ‘at home’ service to our clients.

Whilst our office base is in Beverley, we as advisers operate within a much wider geographical area. We have clients throughout greater Yorkshire and Lincolnshire, North Derbyshire and North Nottinghamshire.

Given the Humber Bridge and good road links, the majority of our clients can be reached within a 2 hour journey by car. The modern computer age of course ‘reduces’  physical distances. E-mail and the telephone also help with communication.

Operation of the business

There are 10 financial advisors active in the business, (with a further 2 in our ‘sister’ business) and they are supported by a team of experienced administrators. We operate a focus based business, which means that we each specialise. It is this particular approach that ensures you receive real value.

We provide specialist financial advice on Investments and Pensions

We have a very experienced specialist team which provides advice on Inheritance tax planning  (estate planning)

The value of pension and investments can fall as well as rise. You may get back less than you invested.

The FCA does not regulate Estate Planning and some forms of Buy to Let mortgage.

Our specialist mortgage brokers advise on the best mortgage deals for… first time buyers, purchases, re-mortgages and buy to let mortgages.

Your property may be repossessed if you do not keep up repayments on your mortgage.

The Sterling insurance and protection team offers advice on life insurance, critical illness insurance, income protection, key person insurance (keyman) and private medical insurance etc. We offer keenest prices.

 

Approach

As financial advisors, we act for our clients and not for the providers or insurers. We put people before products, and work to obtain the very best results possible for our clients.

We offer a free consultation, with no obligation, which allows potential clients to see Sterling ‘close up’ and to then judge whether we are the team they would like to work with. Meet with us at our offices or at your home, as you prefer… with no obligation.

As advisers, we are not ‘pushy’ and do not ‘sell’, rather we prefer to inform and advise… and we may well take more time and be more thorough in our work than some other financial advisors. However, this approach is more than justified by the fact that our clients tell us that they are happy with our services. Many refer to us to friends and family and work colleagues. A large proportion of our clients choose to receive on-going service and meet with us regularly to review progress.

We do not work on time based contracts and our clients are free to leave us at any time. The fact that they remain with us, and do so over many years, seems to confirm that we have the right approach. Let us know what you think !

History

We have between us many years of experience, supplying a wide and varied range of individually tailored financial advice solutions, to new and existing clients.

Sterling Partnership has a base of around 10,000 clients.

The business originated in Hull city centre approximately 25 years ago, at that time operating under the Sun Life banner. We moved to Beverley, near Hull  in July 2000, and due to expansion we relocated to our premises on Flemingate, Beverley in March 2006, and we remain there today.

Sterling Partnership is an appointed representative of Intrinsic Financial Services Ltd, the largest Financial Adviser network in the UK, which means that we can offer our clients the very best that today’s financial services industry has to offer.