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020 3740 5856

Contact us today

If you have a query for us, please fill in this short form. We aim to respond within a few hours. 

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A local independent financial adviser in Essex & Hertfordshire

As a local, independent financial adviser in Essex & Hertfordshire, I provide tailored advice, aligned with your own unique wealth and life goals. I’m focused on providing my clients with independent, unbiased advice.

As a result, my status as an independent financial adviser guarantees I’m not tied to any financial institution or product provider. Therefore I will only recommend investments and products that are best suited to your needs.

Looking for advice?

Call me today on 020 3740 5856

An experienced independent financial adviser

I have been an independent financial adviser and wealth manager in Essex and Hertfordshire since 2016. My experience enables me to provide advice to a range of clients such as:

  • Business owners
  • Individuals
  • Families
  • Those approaching or in retirement

I live in Essex and when I’m not working I’m kept busy with my 3 kids.

My services

Considering my experience, I am well placed to offer a range of financial services covering:

  • Retirement Planning
  • Investments
  • Protection
  • Inheritance tax planning
  • Financial Planning
  • Wealth Management

I offer a free consultation, whereby I take the time to understand your goals, attitude to risk, and how I can help you best.

Financial advice in Essex & Hertfordshire – the areas I cover

Here are the locations across Essex & Hertfordshire I serve:

  • Ongar
  • Epping
  • Bishop Stortford
  • Chelmsford
  • Colchester

Furthermore, I work with clients in London & Cambridge.

Schedule your free financial consultation

If you are searching for a local financial, adviser, look no further.

Call 020 3740 5856 now to request a callback to schedule your free consultation.

 

Qualifications

BA (Hons), Dip PFS, MCSI, CeMAP

Contact Sterling and Law

If you have a query for us, please fill in this short form. We aim to respond within a few hours.

Please see a selection of recent reviews and testimonials our financial advisers have received

5/5
My adviser responded quickly and visited me at home. Very clear and helpful in identifying my needs and attitude to risk. Explained the costs, options and processed the implementation of the plan efficiently.
TN - Kent
5/5
My adviser is very knowledgeable in the areas of investments and pensions. I found her very thorough and look forward to an ongoing relationship.
AJ - Dartford
5/5
Very efficient and professional, explained the processes very clearly. My adviser understood what I wanted to achieve, he made things easy to understand and explained the more complex issues in layman’s terms.
KC - Brentwood

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