Laura Bailey: Financial Adviser in Fareham – Mortgages, Inheritance Tax & Pensions

Financial Adviser in Fareham & Lee-on-the-Solent

Based in Fareham & Lee-on-the-Solent, Laura Bailey is one of Sterling & Law’s independent financial advisers (IFAs). She offers client-driven financial planning services for a diverse range of clients.

Laura offers a range of financial services including pensions, investments, estate planning Inheritance Tax and mortgage advice. Furthermore, she can advise on and recommend a range of protection policies. This includes income protection, life insurance, critical illness cover, and more.

A local, trusted IFA

Operating as an experienced financial adviser in Fareham & Lee-on-the-Solent, Laura works with a range of clients covering:

• Individuals
• Couples
• Families
• Business owners

You can find out more about Laura’s experience and the services she offers to her local clients in Fareham, Gosport and Lee-on-the-Solent throughout this page.

Working with an independent financial adviser

There are many reasons and advantages to working with an IFA. Here is a handful of those:

• Unbiased independent financial advice
• A client-focused and tailored approach
• Transparent fee structure
• Specialist financial knowledge and expertise
• Access to the whole of the investment market

Looking for a local financial adviser in Fareham & Lee-on-the-Solent?

Call Laura now on: 0203 740 5856

A local financial adviser offering a range of services.

With a comprehensive range of experience, Laure provides financial advice across a broad range of disciplines.

You can find out more about these services below.

Pension advice & retirement planning

For those planning for later life, Laura offers financial advice covering:

• Pensions
• Retirement planning

Here is a short overview of each service:

Pension advice

The pension advice service Laura offers delivers tailored recommendations aligned with her client’s individual goals, objectives and financial objectives for retirement.

In the UK, pensions offer significant tax advantages.

This makes them an incredibly tax-efficient investment for those saving toward retirement. Furthermore, pensions are often the backbone of a financially independent retirement.

Find out more: Pension advice

Retirement planning

Laura’s retirement planning service helps people financially prepare for later life. As a retirement planner, she will work with you to save, invest and plan for the life you desired when you retire.

Estate planning & inheritance tax advice

For those looking to mitigate IHT and preserve their assets, Laura offers services covering:

• Estate planning
• Inheritance Tax

Here is a short overview of each service

Inheritance Tax (IHT)

For those looking to mitigate IHT, Laura delivers Inheritance Tax advice to a range of individuals. Her inheritance tax advice service helps to minimise the tax burden on your beneficiaries by utilising various ethical and legal strategies.

To ensure assets are distributed in a tax-efficient way. She can advise on gifting, trusts and wills.

Find out more: Inheritance tax advice & planning

Estate planning

Here are five key things she can help you with:

• Creating wills and trusts to distribute assets after your death
• Minimising taxes and other fees to protect the value of your estate
• Appointing guardians for minor children or dependents
• Planning for incapacity or disability with powers of attorney and healthcare directives
• Navigating complex legal and financial issues

Laura’s estate planning service helps individuals and families protect their assets and preserve their financial legacy.

Find out more: Estate Planning

Investment management

With extensive industry experience,  Laura advises on a range of investments including:

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

If you are seeking to accumulate wealth, or generate income from your investments, talk to her today about a free consultation.

Find out more: Investment management

Mortgage Advice

Laura’s role as a local mortgage adviser is to help you to find the right deal for your needs. There are a host of advantages to working with a mortgage adviser. These include:

• Finding the best mortgage deal
• Arranging all the paperwork
• Save you time and worry
• Negotiating rate
• Managing the whole process

Laura offers a free consultation, where she can discuss needs and requirements.

Find out more: Independent mortgage advice

Looking for financial advice from a local IFA?

Everything starts with a free consultation. Call Laura now on: 0203 740 5856 to request a callback.

Mortgage protection and cover

Further to offering independent financial advice in Fareham & Lee-on-the-Solent, Laura can advise on and suggest a range of insurances and protection policies.

This includes:

• Mortgage Protection: financial security and peace of mind. Protecting your home from repossession and helping your family pay bills if you die unexpectedly
• Income Protection: maintaining income in the event of ill health or redundancy
• Life insurance: financial protection for your family and loved one’s should you pass unexpectedly

Looking to protect yourself against life’s uncertainties?

Contact Laura now on: 0203 740 5856

About Laura Bailey IFA

Laura’s career in financial services started in 2011, since then she has been studying and has achieved the Diploma in Regulated Financial Planning (DipPFS), and is also working towards chartered status.

An experienced adviser

Laura has recently joined Sterling and Law as a Financial Planner providing advice on a range of areas including Pensions, Investments, Estate Planning (Inheritance Tax) and Protection & Mortgage advice for both residential and buy-to-let mortgages. With over 10 years of experience within the Financial Services industry, she has a high level of rounded knowledge and enjoys technically challenging cases.

She is friendly and is always willing to spend time with clients, helping them to plan for the future and to bring their financial goals within reach.

Looking for an IFA in Fareham or Lee-on-the-Solent?

Call me now on: 0203 740 5856