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About Sterling Dunbar

At the heart of philosophy is the security of our client’s money.

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Approach

Every person is different. They have different needs and wants. We like to get to know our client to find out what they are looking for. Some people are wanting short term savings for buying things like a new car. Others are looking at the medium term. An example of this is saving for a deposit for a new home. Others are long term which could be for several decades for things like a retirement fund. Some people only want to invest a small amount each month. Others can have a lump sum in the millions and are looking for something safe but at the same time giving excellent returns. People have different attitudes to risk. Some people are naturally cautious and the most important thing to them is the safety of their hard earned money and are happy to accept a slightly lower return. Others are prepared to accept slightly more risk for the chance of higher gains. There are then other people who are prepared to invest in something more volatile where the potential returns are highest but at the same time potential losses could be higher as well.

Philosophy

At the heart of philosophy is the security of our client’s money. Although the past performance of an investment does not guarantee it will perform as well in the future it is a starting point. We believe in analysing and obtaining as much information as possible before recommending anything. We will look at past performance, if it is a company how long have they been in business? What is the credit and risk rating? What is the worth of the company / investment? If everything goes wrong what security is in place for the client to get his money back. What legislation is in place to protect the client? What are the tax implications?. These are just a few of the questions we ask and seek answers for. We will always let the client know if we consider it outside of the peramiters they are looking for. We will always look to provide proof of it’s suitability.

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Name
Email
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Location

Your Message and requirements

Not sure yetRegular SavingsLump Sum InvestmentsAlternative InvestmentsRetirement PlanningEstate PlanningCorporate ServicesMedical InsuranceLife InsurancePension TransfersOther