About the Foundation
Get to Know Us
We apply the same principles that work in financial planning to charitable funding: careful research, understanding what people need, and backing what truly helps.
Why We Exist
Sterling Street advisers help families build financial security every day. We see what happens when people have the right support at the right time. The Foundation extends that understanding to organisations supporting people who need help most.
We’re not trying to solve everything. We’re funding specific projects, events, and initiatives that address real problems with proven approaches.
How We Think About Funding
Research Matters
We look at what organisations and projects have achieved for the people they serve, not what they promise to achieve. Track records matter because real families depend on this work.
Local Knowledge Counts
People who live and work in communities understand what those communities need most. We fund projects nominated by people who see the challenges firsthand.
Results You Can See
We support specific work where you can see lives being improved. Clear objectives, regular reporting, honest assessment of what's helping people and what isn't.
Professional Approach
The same care that goes into financial advice goes into choosing funding recipients. Proper due diligence, clear criteria, and transparent decision-making, because people's lives matter.
The Sterling Street Connection
Sterling Street financial advisers understand that good outcomes come from good processes. The Foundation applies that same thinking to charitable work.
When Sterling Street clients build their financial security, they often want to give back to their communities. The Foundation provides a way to do that effectively, backing organisations they can trust to use funding well.
Our Approach to Accountability
Every pound goes where it should:
- We cover our own running costs separately
- Open records of every grant we award
- All donations go directly to helping families
- Regular updates from organisations we fund
- Clear reports showing where money goes and what it achieves
- Honest reporting when things don't work out
Supporting Work That Works
Questions About Our Approach?
We’re happy to explain how we choose who to fund, what we look for, or how we make decisions.