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As an experienced financial adviser in Maidstone, I can help you plan for the future you desire. As an IFA, the financial advice I provide is bespoke and aligned with your own specific goals.
Whether you are looking to accumulate wealth, mitigate inheritance tax, invest in a pension or save for your future, I can help.
My independence means I will always work in your interests, not mine.
You can find out how I can help you through the rest of this page.
Here are just a handful of reasons to work with a local independent financial adviser:
Contact me today on 01622 671 025 to start the process.
I have been an independent financial adviser (IFA) in Maidstone, Kent for many years. Working with a broad range of clients, the financial advice and experience I offer covers:
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.
Looking for an independent financial adviser in Maidstone, Kent?
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 service provides 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 Maidstone 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
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
If you are looking for a local financial planner, I can help. My financial planning service involves creating a comprehensive strategy that addresses all aspects of and your current finances and future goals.
As a financial planner, I can help with budgeting, debt management, savings, investments, retirement and estate planning.
Find out more: Financial planning
Business protection policies are insurance products that provide financial support to businesses and their owners in case of unexpected events, such as the death or critical illness of a key employee, partner or shareholder.
I advise on a range of business protection policies such as critical illness, shareholder and key person cover.
Find out more: Business & personal protection
In addition to the above services, I offer mortgage advice to a range of individuals and couples. If you are looking to buy a home, and require specialist mortgage advice, I can help.
Finding trusted, impartial mortgage advice can be a minefield. As an independent finacial adviser, I work solely in your interests.
Find out more: Mortgage advice
I have been an independent financial adviser with Sterling & Law since 2000. Before this, I spent many years as a tied adviser with Lloyds TSB.
I appreciate the benefits of independent advice for my clients and can see the positive effects of being able to be impartial in the guidance I give. My clients can also see the benefits of this, as the majority of them have emanated from referrals.
I specialise in mortgages, pensions, protection and investments, but I do cover all areas of the financial market. I am available for advice over the telephone, or on a one-to-one basis at your home or office.
Contact me today on 01622 671 025 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.
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