Sterling Financial Management (sterlingfinancialmanagement.com) has been flagged by ASIC (Australia) for "Unlicensed". Phones: +442038343660, +61280110233
Addresses: 30 St Mary Axe London EC3A 8BF This company appears in our regulatory warnings database. Always verify with official regulatory sources before investing or doing business with this firm. Website domain: sterlingfinancialmanagement.com.
Customer support at Sterling Financial Management (sterlingfinancialmanagement.com) seems to be run by people who have never used the platform. Every time I call with an issue, I end up explaining how their own system works before they can help me. It would be funny if my money was not involved.
Pros: Regular updates|Customizable dashboard|Great customer service
Cons: Email notifications too frequent
Do not be fooled by the professional-looking website. Behind the scenes, Sterling Financial Management (sterlingfinancialmanagement.com) is disorganized and incompetent. I found them through a forum discussion and I can only assume the positive reviews are either outdated or paid for because my experience was terrible.
Pros: Market news feed|Social trading features|High security standards
Cons: Alert system is basic
Sterling Financial Management (sterlingfinancialmanagement.com) changed their fee structure with one month notice. What was a flat fee became a percentage. For my account size it meant a huge increase. When I objected they said I could leave. So I am leaving and writing this review.
Pros: Segregated accounts|Real-time alerts|Stable platform
Cons: No fractional shares|No dark mode on mobile
The reporting at Sterling Financial Management (sterlingfinancialmanagement.com) is laughably bad. Tax documents are inaccurate, transaction histories have gaps, and trying to export data for your accountant is a nightmare. For a financial platform, getting the numbers right should be the bare minimum.
Pros: Educational resources|High security standards|Stable platform|Real-time alerts
Cons: Research section could be deeper
Sterling Financial Management (sterlingfinancialmanagement.com) has no proper customer support. The live chat is a bot. The phone number goes to a call center that cannot access your account. Email takes two weeks. When I had a real problem they were nowhere to be found.
Pros: Multi-currency support|Dividend tracking
Cons: Search feature is basic|Some tools only available on higher tiers