Wealth Management & Financial Planning
We will do that for you. We understand your financial circumstances are unique and therefore start with a completely open mind, paying careful attention to your goals and aspirations.
Contact us today
If you have a query for us, please fill in this short form. We aim to respond within a few hours.
Request a call back
If you would like to talk with one of our advisers at a time that is convenient to you, please fill in this short form.
Wealth management & financial planning advice
Although our clients come from diverse backgrounds and have unique circumstances, they have one thing in common: they want to gain clarity on their financial future. Our approach is transparent, actionable and focused on positive outcomes for you.
We will work with you to create a financial plan, developed specifically for your individual circumstances.
A network of experienced financial advisers
With a network of independent financial advisers in London, the Home Counties and the South of England, Sterling & Law offers the folloing services to a broad range of clients:
- Wealth management
- Financial planning
- Savings & investments
- Pension advice
- Retirement planning
- Inheritance tax advice
- Estate planning
- Equity release
- School fees planning
- ESG investing
- Private medical insurance
- Mortgage advice
- Protection
- Corporate & business
Looking to talk to a local financial adviser?
Some questions to ask yourself
Our expertise lies in helping you to identify the type of future you want and how best to achieve it. To do this, we start by listening to your questions, including:
- Can I afford to retire? If so, when?
- Will I run out of money?
- Can we afford to buy the property we have always dreamed of?
- Will we have enough money to put our children through private education or university?
- Can we afford to help our children or grandchildren get on to the property ladder?
- Will we need to downsize and move to a smaller house?
- Can we afford long-term care for our parents?
- Can I reduce the tax I pay – and what about inheritance tax?
- Can I get my finances in order?
- What would happen if I lost my job or suffered a long-term illness?
- How would my family cope if I died?
- Who can I trust to guide me through these complex issues?
Contact us today
If you have a query for us, please fill in this short form. We aim to respond within a few hours.
How can we help you?
Pop your query over by clicking on the get financial advice button below or request a call back. We would be pleased
to hear from you.
