How we all fit together

Our tax wrappers are provided through these partners:-

Offer intelligent solutions to a national client base that ranges from individuals and entrepreneurially led owner managed businesses, to large corporations and public sector organisations.

RSMTenon provide our Aureus SIPP.

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Established in 1971, Pointon York are an independent company specialising in providing self invested personal pensions (SIPPs).

Pointon York provide our Aureus Corporate SIPP.

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Based in the Isle of Man, IOMA Group are a niche wealth manager with proven track record in innovative solutions that deliver good results and mitigate risk.

IOMA provide our Aureus Offshore Bond.

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Præmium is a portfolio administration specialist, offering a range of web-based services to the financial services industry. SMARTfund Administration Limited is a wholly owned subsidiary of Præmium Limited, a company incorporated in Australia and listed on the Australian Stock Exchange.

SMARTfund provide our Aureus ISA.

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The Discretionary Fund Management is provided through these partners

Provided by Præmium, the Discretionary Platform Service (dps) provides Advisors and Wealth Managers with an online platform on which they can provide a transparent end-to-end discretionary investment management solution for their clients.

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Newscape Capital Group is a London-based asset management firm that develops best-in-class investment products and advisory services for financial intermediaries and institutional investors.

Newscape provide our Low Risk, Tactical Risk, Growth and Income portfolios.

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Founded in 1866 as a Discount House, King & Shaxson has evolved into a specialist investment firm focused on securities dealing, asset management and treasury consultancy.

King & Shaxson provide our Ethical portfolio.

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SCM Private is a specialist investment management company offering investors an actively passive management solution that combines Exchange Traded Funds (ETFs) - providing robust performance at much lower costs.

SCM Private provide our Actively Passive portfolios.

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Our investment models

Choose from the Discretionary Fund Management proposition or traditional asset allocation.

Discretionary fund management
for everyone

Provided by our Discretionary Fund Management partners.

Our investment portfolios

A diverse fund portfolio means your money is spread to mitigate risk and achieve your goals

Sterling McCall Wealth Management LLP is an appointed representative of County Life & Pensions Ltd.
which is authorised and regulated by the Financial Services Authority (449607)
The discretionary fund management referred to is provided by other approved organisations not Sterling McCall Wealth Management LLP itself
telephone: 0844 871 8409 | email us | address: 1, The Cornerstone, Market Place, DE74 2EE