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Plan Your Financial Future Today

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Read our Personal Client Agreement (PCA):

This document explains how we work with you, the services we provide, and how fees and charges are agreed.

Important documents:

Best Execution Policy
Client Classification
Conflicts of Interest
Privacy Notice
Complaint Procedure

The documents above provide important information about how we operate, our regulatory obligations, and the standards we follow when delivering advice. They explain how clients are classified, how we manage potential conflicts of interest, how we ensure best execution, how your personal data is protected, and the process for raising a complaint should you ever need to do so.

Powered and Secured by Wix | The Financial Conduct Authority l 2plan wealth management l Accessibility Statement

© 2025 Sterling Ridge Wealth Ltd

Sterling Ridge Wealth Ltd is an appointed representative of 2plan wealth management Ltd which is authorized and regulated by the Financial Conduct Authority. Sterling Ridge Wealth is entered on the FCA register (www.fca.org.uk) under reference number 1045083.

Registered office: 1 Fore Street Avenue, London, EC2Y 5EJ. Registered in England and Wales, company registration number: 16704276.

The guidance contained with this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

The Financial Ombudsman Service is available to mediate individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit: http://www.financial-ombudsman.org.uk/contact/index.html

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