Sterling Asset Management & Services Ltd

Financial ServicesUnited States11-50 Employees

David Hindle DipPFS AIFP


I have been an Independent Financial Adviser since 1993. I have worked in a variety of different organisations such as a high street bank, national accountants, regional accountants and as a self employed adviser. Over the years I have obtained various qualifications within the field of financial planning including;
G80 Long Term Care, life and health protection
JO1 Personal Tax
CF2 Investment & Risk
CF7 Lifetime Mortgages
CF8 Long Term Care Insurance
HR1 Home Reversion Plans

I hold the Diploma in Financial Planning and am an Associate of the Institute of Financial Planners. 

I have advised mainly in the elderly client market for 8 years and am called upon by various law firms, professional practices and have been used by Radio Derby to provide specialist advice in this area.

My clients will typically have a number of concerns;

Pre retirement planning 
Investment planning for retirement 
Inheritance tax planning+ 
Long term care planning 
Equity release† 
 

+The Financial Servives Authority does not regulate taxation and trust advice
†This is a lifetime mortage, to understand the features and risks ask for a personalised illustration.

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