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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



On the first £250,000


On the next £250,000 (i.e. £250,001 – £500,000)


On the next £500,000 (i.e. £500,001 – £1 m)


On the remainder (i.e. £1 m plus)


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




On the next £250,000




£500,000 plus




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

My adviser made sure she completely understood me, my attitude to risk, and what I was looking for. She listened to me, and worked with me to ensure that I was comfortable with the suggested way forward. I liked the fact that she never tried to push me in a certain direction – it really felt like my choice!
SV - Greenwich
I have been using my adviser for some 5 years and cannot praise him enough for the care and advice he has given both to myself and my company. Sterling & Law really care about their clients and I would have no hesitation in recommending them to anyone that needs good professional advice.
JB - London
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

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