Sterling Asset Management & Services Ltd Email Format
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.