I joined Sterling & Law as an Independent Financial Adviser in 2005. Having previously worked as a Financial Consultant for six years with Lloyds TSB, advising solely on the Scottish Widows product range, I now appreciate the benefits and advantages to my clients of being able to offer totally impartial advice.
I firmly believe that access to the whole market enhances the value given to my clients. It is my intention to offer holistic financial planning advice wherever suitable and am keen to build a long term working relationship with my clients.
With a background in financial futures and stockbroking, I believe that I have a sound knowledge of the fundamentals of investment markets and can give carefully judged advice on lump sum investments – whether investing for income or for growth. This also follows for retirement planning advice where pre and post retirement independent advice is proving to be more and more important with the constant changes in the pension world.
Holistic financial planning advice would not be possible without addressing mortgage and financial protection needs where appropriate and this also covers inheritance tax planning.
Whilst living in Cheltenham I have many diverse clients in the south of England usually accessible from the M4 corridor and/or in the City so meeting up for a no obligation free initial first appointment is not a problem. All I ask is for some background information before that initial meeting to make our combined time more efficient and constructive.
If you are looking for bespoke independent financial advice with the offer of a long term working relationship, please feel free to contact me.
BA(Hons), Cert PFS, SIE Dip, CeMAP
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
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