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"The best thing money can buy is financial freedom."
Rob Berger

Our services and our fees

There are three clear parts to the service we provide.

The first is meeting you, listening and finding out all we can about you. This initial consultation is on us.

The second is creating your financial plan. This focuses on what you have told us and your goals for yourself and your family. Here, we charge a percentage of the amount you invest. 

We will charge at a rate of £250 per hour for generic advice or for a report or where no investment product is set up.

Our charges are shown below:

Investment Amount Charge
On the first £250,000
2%
On the next £250,000 (i.e. £250,001 - £500,000)
1%
On the next £500,000 (i.e. £500,001 - £1 m)
0.5%
On the remainder (i.e. £1 m plus)
0.25%

The third is the ongoing relationship, advice and maintenance of your plan. 

We offer different levels of support and cost, which your adviser will discuss with you.

Investment Amount Wealth Building Income Withdrawal
On the first £250,000
0.75%
1%
On the next £250,000
0.5%
0.75%
£500,000 plus
0.25%
0.5%

For more information, please download our menu of services and fees brochure.

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

5/5
My adviser spent a lot of time explaining all my options in a patient and professional manner. I don’t think they could have done any better. Very happy overall.
LM - Chelmsford
5/5
My adviser understood my situation very well. His advice and help made the whole process very simple, taking most of the strain off of my shoulders. If I needed financial advice again Sterling & Law would be my first port of call and I would recommend their services to anyone needing advice or support.
TS - Essex
5/5
I only wish I had approached Sterling & Law years ago, but was worried that financial advice was exclusively for the wealthy. Anything but! They made me with my meagre pension contributions feel very important. Thank you!
SK - Forest Hill

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