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As a local, independent, financial adviser in Gillingham, I can help you plan for the future you desire. The independent financial advice I deliver is tailored and aligned with your own specific goals.
As an independent financial adviser, I offer tailored advice, aligned with your own unique wealth and life goals.
My independence means I will always work in your interests, not mine.
Here are just a handful of reasons to work with a local independent financial adviser:
If you are searching for a local IFA in Gillingham, contact me today on 01634 580 164 to start the process.
I offer a complimentary consultation whereby I can take the time to fully establish your needs, goals, and financial aspirations.
I have been an independent financial adviser in Gillingham, Kent for a number of years. Working with a broad range of clients, the financial advice I provide covers:
My key areas of specialism are pensions & investments.
Here is a summary of the services I offer. Whether you are planning for retirement, accumulating wealth, or require pension or investment advice, I can help:
My retirement planning service will help secure your financial future.
Effective retirement planning helps to set realistic goals, create a savings plan and make informed investment decisions, ensuring a comfortable retirement.
Find out more: Retirement planning
As an independent financial adviser, my pension advice services provide guidance on the most suitable plans and investments to help you reach your retirement goals.
Professional pension advice will help you to understand the benefits and drawbacks of different options.
As a local pension adviser, I can help you to make informed decisions aligned with your own unique retirement goals.
Find out more: Pension advice
My Investment advice service provides expert guidance on risk tolerance, portfolio diversification and asset allocation, among other factors, to help achieve your financial and wealth goals.
I have been an independent financial adviser in Gillingham for a number of years. If you are looking for tailored, professional investment advice, I am on hand to help.
Find out more: Savings & investments
To help protect you against life’s uncertainties, I offer advice on life insurance and income protection policies.
If you are looking to protect yourself and your loved ones against life’s unknowns, as an experienced financial adviser, I am here to help.
Find out more: Business & personal protection
Equity release is a financial product that potentially allows you to access the value tied up in your property while still living in it. If you meet the criteria, equity release can provide you with a lump sum or regular payments.
Find out more: Equity release
My inheritance tax planning service aims to minimise the tax burden on your beneficiaries by using various ethical and legal strategies.
This can include gifting, trusts and wills to ensure assets are distributed in a tax-efficient way. If you are seeking a local inheritance tax adviser, don’t hesitate to get in touch today.
Find out more: Inheritance tax advice
I have enjoyed an exceptionally successful career at Lloyds Bank, where I started as a tied adviser. I quickly progressed into management, where my role involved recruiting, training and managing a team of financial advisers.
However, I missed giving advice myself and decided to become an adviser again in 1998 – this time as an independent financial adviser with Sterling & Law.
I am able to offer guidance in all areas of the financial advice spectrum – from investments and savings to pensions and inheritance tax planning. Other professionals, such as accountants and solicitors, refer their clients to me due to his high level of professionalism and excellent reputation for my quality advice.
As a well-respected and experienced member of the Sterling & Law team, my counsel and opinion are in high demand both from clients and other advisers within the company.
Contact me today on 01634 580 164 to start the process.
If you have a query for us, please fill in this short form. We aim to respond within a few hours.
Sterling and Law is a trading name of Sterling and Law Group plc which is authorised and regulated by the Financial Conduct Authority. FCA Registration No: 216784 Sterling and Law Group plc | Registered Address: 1 Royal Exchange | London | EC3V 3DG | Registered in England, No. 4390539 The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK. Please read our Privacy Statement before completing any enquiry form or before sending an email to us.
