“Our role is to shoulder the burden of making complex financial decisions"
At Sterling & Law, we firmly believe that you should not have to spend your valuable time sifting through complex financial markets. We will do that for you. We understand that your financial circumstances are unique – so we start with a completely open mind, listening carefully to your goals and aspirations.
We will help you review your existing financial situation and reach a realistic assessment of your needs. For this, you will need to set aside some time to talk to us.
Depending on your instructions, we will carry out a needs analysis based upon your current situation, taking into account any specific plans and targets you may have. We will then advise you on anything from a short-term financial objective to a lifetime financial plan, with the option of regular follow-up reviews.
We will provide advice regarding your existing financial arrangements and point out areas that are adequate and those that may be inadequate or not covered at all. In most cases, we are able to effect transactions and arrangements that might be difficult for you to undertake yourself.
We will also help you decide how much provision you need to make and an order of priority for dealing with your financial requirements. Of course, it will all be sensibly balanced in relation to your current income, expenditure and prospects.
Once agreed, we will discuss your payment options with you and answer any questions you may have. We will not charge you anything without prior agreement.
To discuss your options, please click on the<strong> free callback button</strong> on the right hand side of this page and one of our advisers will contact you.
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
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