Testimonials

Positive: Professionalism, Quality, Responsiveness

I was having such a hard time figuring out how to transfer funds from UK Personal Pension into Canada and as luck would have it found Mark’s company Sterling Advisory online. He does specifically this and was so thorough, professional, clear, concise and always available to answer my questions. He did all the work to make the transfer happen and even went through documentation in a zoom call to explain what needed to be signed and where. I’m so glad to have found Mark and would highly recommend his services to anyone in the same situation. My wife is now using Sterling Advisory for her UK Pension transfer and feels the same about Mark’s high level of service and care.

Scott Radburn

I was recommended to Sterling Advisory by friends who had previously used Mark’s services. I was FINALLY getting around to transferring my UK pension to Canada and wasn’t looking forward to the process. Mark handled the whole thing with integrity and a calm; the whole thing went quickly and effortlessly and I was very impressed with the service I received!

Ian Long

Positive: Professionalism

I could not recommend someone more highly. Mark Walker’s pension experience especially when dealing with UK company pension transfers was excellent. Mark helped me successfully transfer a UK pension over to Canada. The timelines were very tight yet Mark ensured everything was in place and ready to go ahead of time and worked incredibly quickly to resolve any issues. If you need a financial advisor with excellent overseas pension transfer experience who is both reliable and personable then look no further.

Steve Lawrence

Positive: Professionalism

I found Mark recommended from one of the expat sites for Canada. I have been in Canada for 14 years and have been putting off bringing my UK work pension to Canada until new schemes for Canada came back on the QROPS list. I contacted Mark who was extremely professional and took me through the whole process. He is very responsive and helpful in navigating all the forms and the challenges that COVID has added to the process. My pension is now in Canada and Mark is always available on the phone for any questions I have. Highly recommend Marks’s service.

David James

After reviewing many Ex Pats services, looking for an honest and reliable advisor to transfer my pension from the UK to Canada, my wife and I are very happy we picked Sterling Advisory. It has been a pleasure working with Mark who is very knowledgeable of the process and all the forms that need to be completed. Mark took the time to answer all my questions, I am very happy with the excellent service provided. I recommend Sterling Advisory to Ex Pats looking to transfer their UK pension.

Reg Mistry

Positive: Professionalism

I needed help in bringing a small private pension fund from the UK to Canada, and the Canadian Alliance of British Pensioners recommended Mark at Sterling Advisory. Mark’s expert advice was a great help as was his patience in explaining all the complex terminology and concepts involved in the process. I have no hesitation in recommending his services for this process. The gift basket is pretty nice too!

B A

If you are struggling to make sense of how to move a pension from the UK to Canada, I highly recommend Stirling Advisory. Mark was knowledgeable, professional and trustworthy. I looked at other companies that do this kind of thing and this was the best.

Jane Turner

Positive: Professionalism, Quality, Responsiveness, Value

We contacted Mark after struggling and failing to transfer our UK pension on a previous occasion, using our bank. From the initial conversation we were confident Mark could help and support us through the process. His extensive knowledge, his response times to queries, and guidance made the whole process so seamless and quick. We would highly recommend Mark & Sterling Advisory Inc., and look forward to working together going forward. Thanks again Mark.

Dan

Positive: Professionalism, Responsiveness

Mark is really professional and helped me throughout the entire process. I highly recommend him if you are needing specialist help transferring your pensions from the UK to Canada.

Simon Crowther

Mark at Sterling Advisory Inc walked me through the minefield of transferring money from my pension plan in the UK into an RSP within Canada. I was kept informed of every step of the process.

SuperCoolbreeze4

Trying to transfer a pension from the UK is a pretty tricky task. I was struggling to find someone who knew all the ins and outs when I came across Mark at Sterling Advisory. He was able to take care of the transfer without any problems.

Richard Robins

Positive: Professionalism, Quality, Responsiveness, Value

I worked with Mark Walker for nearly a year to transfer my Pension from the UK to Canada. Mark was very helpful from the early stages onwards with excellent follow up and chasing with the UK pension company. Mark is extremely knowledgeable in this process and I know I would not have gotten very far trying to do this on my own. Mark is also a really nice guy to deal with, you don’t need to look any further than Sterling Advisory Inc.

Andrew Masdin

Positive: Professionalism, Quality, Responsiveness, Value

Positive: Professionalism, Responsiveness

Mark was a true professional and really kept on top of all requests to make my transfer quick and easy. I would highly recommend his services and knowledge with UK pension transfers. Five star service through out my process and will be using Mark for future financial advise in the coming future. Thanks Mark

Paul Ryan

Positive: Professionalism, Quality, Responsiveness, Value

Mark Walker’s diligence, knowledge and insight into the transfer of our UK pensions and retirement investments was really first class, both in facilitating the efficient and wholly legal release and transfer of funds, and on his advice for their placement in robust Canadian managed funds. Mark’s attention to detail and regular updates at each step were very re-assuring in these critical retirement transfers. I have no reservations in recommending Mark and Sterling Advisory for this advice and services.

James Quinn

Positive: Professionalism, Quality, Responsiveness, Value

Mark Walker at Sterling Advisory Inc is very knowledgeable and professional, and guided me through transferring my pension funds from the UK to Canada. He made the whole process seamless and was in constant contact, providing me with updates of the progress. He is very personable and I would highly recommend him to anyone wanting to transfer pension funds.

Diane Baylis

Positive: Professionalism, Quality, Responsiveness, Value

My father (Steven Carter) used this service after numerous attempts of trying to transfer his pension from the UK to Canada, only to be left frustrated each time. Mark was extremely professional, and after a few telephone conversations, he felt comfortable and confident that this was the right person to help him. He was helpful, prompt, and made this a stress free experience that only took 3 months from start to finish. He would gladly recommend Mark at Sterling Advisory anyone who is considering to transfer their UK pension to Canada. Thank you Mark for all the help he almost had given up!

Josephine Carter

Positive: Professionalism, Quality, Responsiveness, Value

We contacted Mark for an initial discussion about bringing our pensions over from the UK. We knew immediately that this was the right person to be talking to. We felt confident in his knowledge and abilities to do what was needed to achieve the end result. Mark got on with the job and after a short space of time our pensions have been extracted from the UK and are now earning a good return in Canada. We would highly recommend Mark to anyone who is looking for good professional knowledge and excellent quality of work.

Jack Smith

Positive: Professionalism

Mark visited my home and was professionally presented. He fully explained about transferring a QROPs UK pension to a Canadian one and had the paperwork ready. After a few hiccoughs from the UK end the pension landed safely. Mark monitors the pension and keeps in contact every 6 months. He is knowledgeable and personable. Would recommend him if you are wanting to transfer your UK pension to Canada.

D W

Positive: Professionalism, Responsiveness

Very happy with the service that Mark provided in arranging for my UK personal pension to be transferred to Canada. There were lots of hoops to jump through and he walked me through the whole process. Would definitely recommend Sterling Advisory to any expats looking to move their pension from the UK to Canada.

Sally Carter

Positive: Professionalism, Quality, Responsiveness, Value

I received very clear, transparent and impartial explanations re: the pros and cons of a pension transfer from the UK to Canada. Every step of the way Mark gave patient and detailed explanations of what that step entailed, what choices I had, and how it would work. The transfer was completed as planned. I am very satisfied with the process and would recommend Sterling Advisory if you are considering a pension transfer from the UK to Canada.

Alexandra Andrievsky

Positive: Professionalism, Quality, Responsiveness, Value

I can fully recommend the services of Sterling Advisory Inc. The transfer of my pension funds from the UK was seamless. Mark takes great pains to make the process painless for his client and steered me through the minefield of UK pension companies to my “happy place”!, I now have peace of mind with my money. Mark provides a helpful friendly service.

Richard Dyson

Positive: Responsiveness

I needed to transfer a deferred pension from the UK to Canada and found the right person to do it….Mark Walker. Mark liaised with the UK company and Investment company in Canada and kept me informed every step of the way. It was a difficult process due to the demands of the UK company and took longer than anticipated, however he got it done! Mark supported me through the whole process of completing forms, through Skype, email and phone calls. I could not have asked for more a more professional and helpful Financial Advisor and would absolutely recommend Mark.

Jacqui Patterson

Positive: Professionalism, Quality, Responsiveness

Mark Walker at Sterling Advisory supported us in moving pension funds from the UK. Mark was knowledgeable, professional and skilled in doing this with us………….the whole process was smooth and easy because of him !!…Thanks Mark.

Gareth Griffiths

Positive: Professionalism, Responsiveness

Mark was exceptionally patient, professional and persistent in his pursuit of our Prudential Fund transfer. No easy task and not for the faint–of-heart or short-of-stamina, as anyone who’s had experience with the UK Pru can attest! If you want someone looking out for your interests here, who understands the processes there (UK), Mark is your man!

The Nice Family

Positive: Professionalism, Quality, Responsiveness, Value

Really quality service from Mark at Sterling Advisory. Mark is knowledgeable and thorough, points you to all of necessary resources that you will need when trying to move your UK pension to a QROPS here in Canada. The process is long but Mark keeps a track and keeps you apprised of all the stages. I cannot thank him enough and will definitely be using his company and services in the near future. Thanks again Mark! – K

Dream Writer

Positive: Professionalism, Quality, Responsiveness, Value

I can fully recommend the services of Sterling Advisory Inc. The transfer of pension funds was seamless , and safe. Mark takes great pains to make the process painless for his client and provides a helpful friendly service that makes it easy to do. Great company, great people you can trust.

Steve Tozer

Positive: Professionalism, Quality, Responsiveness, Value

Sterling Advisory Inc. managed the transfer of my pension from England into an RRSP here in Canada. They managed all of the paperwork and communication between the English pension company and the QROPS bank and they acted in an extremely professional manner throughout the transfer process. At no time was I left in the dark regarding the progress of the transfer and it is all the more remarkable that it was managed in such a short time frame bearing in mind that the UK was in a lockdown due to covid 19 at the time. In short, Sterling Advisory Inc. are a very professional and competent business offering exceptional service and timely advice. I highly recommend them for all of your financial needs.

L

Positive: Professionalism, Quality, Responsiveness, Value

After contacting Mark Walker I found the whole process of transferring my pension from the UK to Canada a breeze, because he did all the hard work! Very professional and friendly advice from Mark means I can now relax!

Andy Labdon

Positive: Professionalism, Quality, Responsiveness

Finding Mark was a real bonus….I wasn’t at all sure about getting my pension transferred from the UK to here but Mark made it all so simple. I highly recommend him and his services.

Rose Meulenbroeks

Positive: Professionalism, Quality, Responsiveness, Value

Mark is the easiest, most knowledgeable, and understanding person to navigate you through the intricacies of moving pensions from the UK to Canada. I would wholeheartedly recommend him and Sterling Advisory.

YW

With Mark’s help, we transferred over my pension from the UK. He was knowledgeable, quick to respond and kept on top of the whole process. I would highly recommend and use Sterling Advisory again.

B McDonald

Positive: Professionalism, Quality, Responsiveness, Value

Mark was extremely knowledgeable and proved to be very helpful in this process. We were under the gun on the time front – but achieved it with time to spare. I also know that he has helped others, both in the local area and further afield either directly – or by commenting in groups where people were unsure. Thanks again for the help and the guidance!

Chris Bryson

Positive: Professionalism, Quality, Responsiveness, Value

I recommend using Sterling Advisory Inc. for UK pension transfers to Canada. Mark knows the QROPS process well and made my transfer easy and quickly. I am very happy with his service.

Theo & Sabo Fitch

Mark transferred several of my small pensions from the UK to an RRSP in Canada. Straightforward good service.

Jonathan Eccleston

Positive: Professionalism, Responsiveness

Transferring my pension was quite complicated. Mark was very thorough, professional and patient throughout. TEM

Derrin Ranch

Positive: Professionalism

First class service transferring my pension over from the UK. Highly recommended. I don’t think I could have done it without Mark’s guidance.

Alan Wilson

Positive: Professionalism, Quality, Value

So very glad we got in contact with Mark he took on the job of moving my pension in a very professional way with nothing but a little help from us. Thank you very much.

Kenny Munro

Positive: Professionalism

Thanks Mark for guiding us through our UK pensions transfer so efficiently and expertly. Very pleased with the service you provided.

Kelley Lee Gilmore

Positive: Professionalism, Quality, Responsiveness, Value

Excellent service and support. Everything went smoothly with good attention to detail and polite persistence given delays on my behalf. Highly recommend Mark and Sterling.

Warren Feek

Mark went above and beyond what I was expecting, I highly recommend Sterling Advisory

Graham Clare

I received very clear, transparent and impartial explanations re: the pros and cons of a pension transfer from the UK to Canada. Every step of the way Mark gave patient and detailed explanations of what that step entailed, what choices I had, and how it would work. The transfer was completed as planned. I am very satisfied with the process and would recommend Sterling Advisory if you are considering a pension transfer from the UK to Canada.

A. Andrievsky

I recommend using Sterling Advisory Inc. for UK pension transfers to Canada. Mark knows the QROPS process well and made my transfer easy and quickly. I am very happy with his service.

T & S. Fitch

I worked with Mark Walker for nearly a year to transfer my Pension from the UK to Canada. Mark was very helpful from the early stages onwards with excellent follow up and chasing with the UK pension company. Mark is extremely knowledgeable in this process and I know I would not have gotten very far trying to do this on my own. Mark is also a really nice guy to deal with, you don’t need to look any further than Sterling Advisory Inc.

A. Masdin

Mark was a true professional and really kept on top of all requests to make my transfer quick and easy. I would highly recommend his services and knowledge with UK pension transfers. Five star service through out my process and will be using Mark for future financial advise in the coming future. Thanks Mark

P. Ryan

Mark Walker’s diligence, knowledge and insight into the transfer of our UK pensions and retirement investments was really first class, both in facilitating the efficient and wholly legal release and transfer of funds, and on his advice for their placement in robust Canadian managed funds.

Mark’s attention to detail and regular updates at each step were very re-assuring in these critical retirement transfers.

I have no reservations in recommending Mark and Sterling Advisory for this advice and services.

J. Quinn Victoria, BC

Mark Walker at Sterling Advisory supported us in moving pension funds from the UK. Mark was knowledgeable, professional and skilled in doing this with us………….the whole process was smooth and easy because of him !!…Thanks Mark

G. Griffiths

Expertise, Knowledge, First-class service and Timely information.

Mark made what appeared a somewhat overwhelming exercise of transferring and consolidating our UK pensions to Canada, a mere “walk in the park.” Excellent communication and up to date information at all times through the process – His services are 100% recommended!

We look forward to working with him moving forward.

S. Carpenter

We contacted Mark after struggling and failing to transfer our UK pension on a previous occasion, using our bank. From the initial conversation we were confident Mark could help and support us through the process. His extensive knowledge, his response times to queries, and guidance made the whole process so seamless and quick. We would highly recommend Mark & Sterling Advisory Inc., and look forward to working together going forward. Thanks again Mark.

D. Armstrong

After reviewing many Ex Pats services, looking for an honest and reliable advisor to transfer my pension from the UK to Canada, my wife and I are very happy we picked Sterling Advisory. It has been a pleasure working with Mark who is very knowledgeable of the process and all the forms that need to be completed. Mark took the time to answer all my questions, I am very happy with the excellent service provided. I recommend Sterling Advisory to Ex Pats looking to transfer their UK pension.

R. Mistry

I could not recommend someone more highly. Mark Walker’s pension experience especially when dealing with UK company pension transfers was excellent. Mark helped me successfully transfer a UK pension over to Canada. The timelines were very tight yet Mark ensured everything was in place and ready to go ahead of time and worked incredibly quickly to resolve any issues. If you need a financial advisor with excellent overseas pension transfer experience who is both reliable and personable then look no further.

S. Lawrence