Sterling Assets is the Independent financial services consultancy providing specialist wealth management and financial planning solutions to expats in Thailand and the Far East.
Away from the home countries of expats, not everyone calling himself or herself a financial adviser is professionally exam qualified.
At Sterling Assets we believe that you deserve the same quality of advice and adviser that you would enjoy in your home country. For this reason all of our financial advisers are professionally exam qualified to at least the statutory level required to give financial advice in the UK and other similarly regulated countries; a policy that can be claimed by barely a handful of businesses calling themselves Independent financial advisers, (also known as IFA’s), in Thailand and most other South East Asian countries.
UK qualified financial advisers are eligible to join the UK financial services professional body known as:
Our genuinely fresh approach in providing an exclusively exam qualified team of financial advisers means that we can offer an unparalleled range and quality of services to expats including;
- Estate planning
- Retirement planning
- QROPS transfer planning
- Corporate financial planning
- Financial planning for working expats
- Investment planning and investment management
If you are an expat who is not currently working with a financial adviser who is exam qualified to at least the regulatory standard for giving advice in the UK, US, Canada, Australia or New Zealand, we invite you to contact us so that you can speak with a financial adviser who is.
I am the Managing Director of Sterling Assets. I am a UK qualified financial adviser with over 20 years experience as a financial services professional.
My career began in the accountancy profession in the UK, qualifying as a UK Certified Accountant. I later worked as a financial services corporate trainer, providing specialist training to investment banks in the UK, Russia, countries of the former Soviet Union as well as the Far East.
I have been a regular contributor of expat financial planning and investment articles to the Bangkok Post for several years. Many of these articles are reproduced here.
We run regular public investment and financial planning seminars for expats in Thailand as well as in house corporate financial planning seminars.
Corporate office
28/6 Soi 11, Nimmanhamin road
Suthep, Muang, Chiang Mai 50000
Thailand
Tel: +66 (0)53 216 528
Email: contact@sterling-assets.com
For more information please visit our Corporate website:
Richard Colburn DipPFS