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020 3740 5856

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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 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
My adviser is very easy to get on with, entirely reliable, friendly, seriously knowledgeable and helpful, often going the extra mile and taking as much time as I need.
BR - Gillingham
5/5
From the word go my adviser was both professional, knowledgeable and quickly understood my particular situation, what I wanted to do and why I wanted to do it. He always responded quickly to the many questions I had, and given the nature of some of those questions he showed a great deal of patience. His advice always had my best interest at their core.
RL - Kent

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