020 3740 5856

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Independent financial adviser (IFA)  – investments, and pension advice covering South London 

As an experienced, independent financial adviser in Forest Hill, I offer a broad range of services to clients across South London. My core specialisms cover providing pension advice, IHT planning, and investment management services. 

Typically, I work with a diverse range of clients, including:

  • Individuals and couples
  • Families
  • Business owners & company directors

Working as a local independent financial adviser (IFA), to help you reach your desired financial and life goals, I provide bespoke advice, aligned with your own requirements and only act in your best interests, not mine.

A local financial adviser in Forest Hill you can trust

As part of my role as your independent financial adviser, I take the time to understand your personal, familial, and professional goals. My experience and insights also allow me to reassure you should you have reservations or anxieties about attaining them.

The process of working with me begins with a no-obligation conversation.

Looking for a local financial adviser?

On that basis, if you are in search of a local independent financial adviser, give me a call now at: 0203 740 5856

An experienced pension adviser in Forest Hill, South London

If you are planning for, approaching, or in retirement, talk to me today about my independent pension advice service. As life expectancy in the UK increases, many people will need to finance a retirement that lasts longer than the typical 20 years. 

Due to changes in Government legislation concerning when you can take the state pension, many individuals, business owners and families may have to reconsider and evaluate their long-term retirement plans.

Given these factors, obtaining pension advice may be more important than ever.

A dedicated pension advice service

As an experienced, independent financial adviser, I have been providing pension advice in Forest Hill, South London for over 25 years.

My role as a pension adviser is to assist you in evaluating your current position regarding your overall retirement, wealth, and later life income goals. I will help you plan for any shortfalls and show you how to effectively save and invest to achieve your ideal retirement.

Helping you on your journey toward your ideal retirement

My pension advice service caters to people who are:

  • At the start journey of investing toward retirement 
  • Evaluating their current pensions and investments
  • Approaching retirement and requiring advice 
  • At or currently in retirement and looking to maximize their retirement

Whether you require specialist pension advice or simply want to merge multiple existing funds into a single, manageable plan, I am here to assist.

Should you invest in a pension?

Pensions can be a wise investment for retirement. 

Here are some considerations:

  • Pensions offer a number of benefits, including a regular income stream during retirement
  • Additionally, pensions offer many tax benefits, and the potential for employer contributions
  • Carefully consider your options select a pension plan appropriate for your individual circumstances, attitude to risk and financial goals
  • Start saving for retirement as early as possible, as this can help to maximize the potential growth of your pension and give you more financial security in the long term

Pension planning & consolidation

As an independent pension adviser with a wealth of experience, I am well-equipped to design a retirement plan that caters to your specific needs and goals.

Effective pension advice and planning help you:

  • Merge all your current pension plans into one easily manageable fund – aligned to your risk profile 
  • Assess the overall role any other savings and investments you may have in your plans for retirement 
  • Determine an appropriate risk/return profile 
  • Tend to your busy life without the stress of worrying about your retirement

Looking for specialist pension advice? 

If you are searching for an experienced, local pension adviser in South London, I am here to help. 

Everything starts with a conversation, so call me today on: 0203 740 5856

Investment management & advice

I offer investment management services to a diverse group of individuals and business owners.

To learn more about my investment management and advice service, please see the information below. My investment management and advice service allow me to work closely with my clients to create a plan to help them reach their own unique wealth, financial and retirement objectives. .

The types of investments I provide advice on:

With extensive knowledge of the investment market, I am able to advise on a variety of investments, including:

  • Stocks & shares ISAs & JISAs
  • General Investment Accounts, Onshore & Offshore Bonds
  • Personal & Corporate Pensions & discretionary Managed Portfolios
  • Corporate investing & Venture Capital Trusts
  • Investment funds

All investment recommendations are aligned with your attitude to risk, which we will discuss when we meet. 

Accumulating wealth and generating an income from your investment portfolio

If you want to accumulate wealth, I can provide personalised investment advice to support this objective. Furthermore, if you are seeking to generate income from your investments, my expertise enables me to recommend the most appropriate funds to meet this need.

Tailored investment advice

Everyone’s financial and wealth goals are unique and aligned with their personal life and business goals. To help you on the path, and to achieve your own objectives, my investment advice service is tailored to your desired outcomes.

As an experienced investment adviser, I will:

  • Take the time to understand these goals,
  • Review your current investments 
  • Make recommendation aligned to your attitude to risk
  • Form a long term relationship
  • Review you investments annually
  • Adjust your portfolio to reflect a change in focus or significant life event

Looking to speak to an experienced investment adviser?

Call me now on: 0203 740 5856

Other financial services I offer:

As an experienced, local IFA with over 20 years’ industry experience, I offer advice on a range of matters.

This includes:

  • Financial planning: Guidance and structured advice on how to accomplish your long-term goals
  • Pensions advice: Assisting you with planning for your retirement and securing an income n later life income 
  • Wealth management: Advice encompassing a variety of investments
  • Retirement planning: Helping you plan for and achieve your ideal retirement
  • Estate and Inheritance Tax Planning: Safeguarding your financial legacy, and mitigating IHT
  • Equity Release: Unlocking capital from your property
  • Mortgages: Supporting individuals who are looking for a new mortgage

Why choose Sterling & Law? Local, experienced financial advisers

There are many advantages to working with one of Sterling & Law’s financial advisers, (IFAs) like me.

By working with an independent financial adviser (IFA), I can:

  • Help you plan for and invest towards your ideal retirement
  • Offer unbiased, impartial advice with no restrictions on the pensions, investments and policies I can recommend
  • Help you achieve your long term investment objectives, in line with your risk profile
  • Working with you to form and execute a savings and investments plan
  • Keep you on track towards your own unique life and financial goals
  • Help you plan for and live a happy, financially secure retirement
  • Support you during times of change, such as divorce, redundancy and illness

Looking for an independent financial adviser in Forest Hill, South London?

If you’re looking to speak with an experienced independent financial adviser, don’t hesitate to call me now on: 0203 740 5856

About Akwasi Duodu

Akwasi is the managing director and founder of Sterling & Law Group plc.

He was recognised as one of Lloyds Bank’s top consultants before he left to found the Sterling & Law Group in 1997. In addition to his duties as managing director of the group, Akwasi is a fully practising financial adviser working with select clients in the private and corporate sectors.

Akwasi writes financial articles on the principles of sound financial planning for several publications and has participated in programmes on financial matters with the BBC on Radio 5 Live.

His approach to financial planning is based upon building a secure financial foundation as a starting point and developing and expanding upon this over time through a regular review strategy.

Akwasi is viewed as a financial planning strategist by his clients and peers and offers advice on all aspects of personal and corporate financial planning.

Need financial advice?

Call me today on:  0203 740 5856

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Qualifications

BSc Fin Econ, CeMAP, Dip PFS

Contact Sterling and Law

If you have a query for us, please fill in this short form. We aim to respond within a few hours.

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

5/5
I am very happy with the service Sterling & Law provides. If I have any problems or questions my adviser responds rapidly and always explains things I am not familiar with.
FP - Hertfordshire
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
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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