Daniel Mayman: Financial Adviser in Chelmsford, Essex – Pensions & Investments

IFA in Chelmsford – Local Independent Financial Adviser

Hi there, I’m Daniel Mayman, an independent financial adviser in Chelmsford, Essex. The specialist areas I cover include financial advice, pensions and investment management. Whether you are looking to accumulate wealth, mitigate tax, or invest toward retirement, I can help.

You can find out about all of the services I provide as you go through this page. As an experienced IFA in Chelmsford, I can work with

• Individuals
• Families
• Business owners

My status as an independent financial adviser means I will always work in your interests, not mine.

An experienced, local IFA in Chelmsford

As an experienced, dedicated financial adviser my role is to listen carefully to your needs and act in your best interests.

During a complimentary consultation, I will take the time to understand your personal, familial, and business goals and any worries you may have about achieving them.

Why work with an independent financial adviser?

There are many reasons and advantages to working with an IFA. Here is a snapshot of the reasons for having a relationship with an experienced independent financial adviser:

• Unbiased, independent financial advice
• A client-focused, tailored approach
• Access to a complete range of product providers
• Transparent fee structure
• Specialist financial knowledge and expertise

You can find out more about the services I provide throughout the rest of this page.

Looking for an IFA in Chelmsford?

If you are searching for a local IFA in Chelmsford, call me now on: 0203 740 5856.

I offer a complimentary consultation, during which I can fully establish your needs, goals, and financial aspirations.

A range of financial services to cater to your needs

Following this meeting, as a local financial adviser in Chelmsford, I will work with you to create a customised plan to help you reach your aspirations, whether for yourself, your loved ones, or your business.

I hold the relevant experience to assist with a range of matters, including

• Pension advice
• Wealth management
• Retirement planning
• Inheritance Tax mitigation
• Financial planning
• Equity Release
• Mortgages and protection

Why choose Sterling & Law?

There are several reasons to consider working with an independent financial adviser (IFA). When working with my clients, I will:

• Provide unbiased, comprehensive advice with no restrictions on the products and services they can recommend
• Help you to invest towards your ideal retirement in a tax-efficient way
• Assist you in achieving your investment objectives
• Collaborate with you to develop a savings plan
• Take the time to understand your goals and help you find the right mix of assets
• Keep you focused on your life and financial aspirations
• Help you plan for a fulfilling, financially stable retirement
• Support you during a change in circumstance – divorce, ill health and redundancy

A proactive IFA in Chelmsford

I am proactive in providing ongoing, personalised financial advice and planning. Maintaining consistent communication and contact with my clients is essential to delivering ongoing, tailored financial advice and support.

As an experienced independent financial consultant, I will take a relationship-based, informed approach. I will review your objectives and financial position and identify new opportunities to help you achieve your long-term goals.

Investment management & advice

I offer investment management services to a diverse group of individuals and business owners. To learn more about my investment management and advice service, please see the information below.

My investment advice and management service allows me to work closely with my clients to create a plan to help them reach their goals.

Accumulating wealth & generating  income from your investments

If you want to grow your wealth, I can provide personalised investment advice to support this objective. 

If you are seeking to generate income from your investments, my expertise enables me to recommend the most appropriate funds to meet this need.

The types of investments I provide advice on:

With extensive knowledge of the investment market, I am able to advise on a variety of investments, including:

• Stocks & shares ISAs & JISAs
• General Investment Accounts, Onshore & Offshore Bonds
• Personal & Corporate Pensions & discretionary Managed Portfolios
• Corporate investing & Venture Capital Trusts

Looking to speak to an experienced investment adviser?

Call me now on: 0203 740 5856

Other financial advice services I offer

As an experienced, local IFA with over 20 years of industry experience, I offer advice on a range of matters.

This includes:

• Financial planning: Guidance and structured advice on how to accomplish your long-term goals
• Pensions advice: Assisting you with planning for your retirement and securing an income in later life
• Wealth management: Advice encompassing a variety of investments and providing wealth management advice 
• Retirement planning: Helping you plan for and achieve your ideal retirement and developing strategies to help you get there
• Inheritance Tax (IHT): Safeguarding your financial legacy, protecting assets and reducing IHT
• Equity release advice: Unlocking capital from your property – helping you pass on an inheritance early, cover the cost of care or anything you wish
• Mortgages: Supporting individuals looking for a mortgage – managing the process, and finding the best mortgage for you

About Sterling & Law – local IFAs

Since our establishment in 1997, Sterling & Law has been dedicated to using our expertise to help clients navigate the financial world’s complexities.

We are passionate about financial advice and prioritise our client’s needs above all else.

Working with us for financial planning does not have to be a tedious and complicated process. Instead, we aim to make managing your finances a seamless and enjoyable experience.

To achieve this, we strive to build a long-term, trusting relationship with you and your family. You can count on us to deliver.

Daniel Mayman – a trusted IFA in Chelmsford

I began my financial services career in 1999 and have been an independent financial adviser with Sterling & Law since 2003. My extensive skills, qualifications, and experience help individuals and families achieve their financial and personal goals.

Private & commercial clients

I serve a diverse client base, including both personal and corporate clients, which keeps my role interesting and fulfilling. I truly enjoy assisting my clients on a personal level.

I am based in Chelmsford and offer advice to clients throughout Essex and London. If you are interested in scheduling a complimentary financial consultation with me, please don’t hesitate to reach out.

Need a local financial adviser in Chelmsford?

Everything starts with a conversation, so if you are looking for accessible, affordable financial advice, call me now on: 0203 740 5856

Testimonials

Some of my existing clients were kind enough to offer you their testimonials to my services:

“Daniel’s experience and knowledge of the daunting world of finance has given me peace of mind to know my money’s working hard for me. Daniel provided all my options, we discussed them with no pressure, so I could make an informed decision. I now have the reassurance that Daniel is reviewing my finances annually. One less thing to worry about!”

Julie Stevenson, Pleshey, Essex

“Daniel provided a really professional service -he researched the market thoroughly and came up with a solution that exactly matched my needs. His communication was clear and concise and I felt confident that I was being given the best possible advice, I would highly recommend him and will definitely be using his services in the future.”

Lesley Scott Rankin, Writtle, Essex

“Dan helped me in my first mortgage – he explained the process thoroughly and simply. His attention to detail, friendly and unbiased advice has been excellent. Dan was always available for a catch-up and proactively contacted me about further relevant and useful information. I strongly recommend Dan.”

James O’Donnell, London

“Dan is a pleasure to work with.”

Alan Walker, Chelmsford, Essex

“I’ve used Dan on a couple of occasions in the past to secure mortgage deals on both investment and personal property. He’s a great guy and can be trusted to find the most appropriate and best value product in relation to your individual circumstances. Dan is very easy to communicate with and goes out of his way to provide an excellent service. I’ll definitely be using Dan again for any future mortgage needs and for any other independent financial advice.”

James Dean, via LinkedIn