Mount Sterling Wealth Ltd
In partnership with our sister company Mount Sterling Wealth Limited, SecuriCare sponsor a diverse research team at Cambridge University. As a result, we are able to remain informed and maintain a leading position in related disciplines.
Mount Sterling Wealth is an independently owned financial planning and wealth management company with offices in Mayfair and North Yorkshire. They specialise in the provision of personal, professional financial advice and offshore tax planning solutions to wealthy individuals, their families, trustees and business owners in the United Kingdom and abroad.
Their range of fee based services are underpinned by holistic research and a robust investment process. These are delivered in association with their strategic partners, which enables them to provide a full suite of wealth management services - irrespective of jurisdiction or complexity. Their services include:
- Wealth administration and portfolio management
- Specialist taxation advice, onshore and offshore
- Pre and post retirement planning
- Managing trust and charity assets
- Investing personal injury settlements
- Pensions and divorce cases
If your needs lie outside of Mount Sterling Wealth's standard offering, their advisers will work with you to devise a customised solution.
Once your financial plan is agreed and implemented, regular meetings will keep you up to date with the performance of your potfolio and provide a forum to re-evaluate your financial planning requirements.
To find out more about Mount Sterling Wealth and how they can help you, visit their website (www.mountsterlingwealth.com) or call them on +44 (0) 844 225 3111
Mount Sterling Wealth Limited
Head Office: Walker's Byre, 10 The Menagerie, Escrick, York, YO19 6ET
TEL: +44(0) 844 225 3111
Mount Sterling Wealth Limited are authorised and regulated by the Financial Services Authority. Registered in England No. 6678054