Whether you’re establishing a new portfolio or expanding existing assets, our platform provides the strategic clarity and insight required for informed financial decisions.
— Julian T. Merrick, Executive & Chartered Accountant
5000
Active Investors$610M+
Active Deposits$350M+
Funds withdrawnSterFinance Ltd: About Us
At SterFinance Ltd, we empower individuals and businesses to reach financial independence and long-term growth. Guided by integrity, innovation, and personalized service, our experienced team helps clients navigate the evolving investment landscape.
As trusted thought leaders, our Investment Advisory Committee shares valuable insights and works closely with the SterFinance Ltd leadership to deliver informed, strategic investment decisions.
What started as an ambition to reshape the financial sector has evolved into a reliable partner, known for providing clear, accessible, and high-quality investment solutions with strategic direction and customized support.
More Than Portfolio Managers
We provide a comprehensive suite of financial services, from crypto investments and diversified portfolios to strategic financial planning. Our tailored approach ensures every client receives customized advice aligned with their specific objectives.
Our seasoned advisors are always ready to guide you, address your questions, and help you choose the right investment accounts with clarity and confidence.
Since day one, we’ve supported our clients in achieving their financial ambitions through smart tools, expert insights, and data-driven strategies—delivering real impact for individuals and the wider financial community.
Strategic investments are not just about capital—they’re about foresight, resilience, and positioning today’s decisions to shape tomorrow’s success
Board of Directors
Julian T. Merrick
Executive & Board Director
Edward N. Langston
Finance Executive & Chartered Accountant
Raymond C. Wexler
Strategic Advisor & Chartered Accountant
Adrian P. Whitmore
Senior Executive & Chartered Accountant
Nathaniel J. Crayton
Corporate Strategist & Chartered Accountant
Sebastian M. Leighton
Executive Consultant & Chartered Accountant
Olivia Trent
Senior Wealth Advisor
Gregory V. Hollis
Financial Executive & Chartered Accountant
David Linwood
Chartered Wealth Manager
Sheila Anderson
Advisor and Chartered Investment manager
Laurence E. Drayton
Business Executive
Our Locations
15 Thames St, Walton-on-Thames KT12 2PX, UK
Take control — invest in minutes
FAQS
-
SterFinance Ltd creates portfolios of investments that are well diversified across markets, and are anticipated to do well in the long run. We think this is the best approach to invest in financial markets for the vast majority of people. It is extremely difficult to beat the market, and the data indicates that very few active managers are able to do it on a regular basis—especially when accounting for their fees. Furthermore, it's extremely difficult to identify which managers will exceed the market in advance, even if some do. For investors, the capacity to persist with an investment strategy and save a sufficient amount of money are the most essential factors in determining wealth. For this reason, we offer a technological experience that is designed to help you invest long-term, advisors who are here to answer questions and help you stick to your plan, and a variety of portfolio themes that align with your values and goals.
-
We firmly believe that financial assets will beat cash and that returns will roughly correspond to the total riskiness of the portfolio. Our riskiest portfolios typically yield higher returns over the rate of volatility over lengthy time horizons, while less risky portfolios will earn slightly less. While any given year can have a wide range of results, you can feel sure that investing in low-cost, diverse portfolios and saving consistently over time is an excellent approach to accumulate wealth. Viewing your own projection based on the amount of risk in your portfolio and the deposits you make is possible once you register for an account and are matched with a portfolio.
-
The ideal portfolio for you will ultimately be one that you can maintain and continue to invest in despite market fluctuations. Long-term success for investors is attributed to this. We will ask you a few questions to match you with the appropriate portfolio, such as what you're investing for, when you plan to need the money, and how comfortable you are with portfolio swings. Although your portfolio will be unique to your circumstances, in general, the longer you have to invest, the more risk you may accept because you will have plenty of time to recover any losses you may have in the near term.
-
No. We don't charge anything for withdrawals, transferring out, or leaving your account open with a zero balance.
-
We have a range of asset management services and they can be found here…
-
Benefits can be found here…
-
Please click here…