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Local IFA & Inheritance Tax Advice in Croydon, Surrey

Hello, I’m Andy Norrington,  an independent financial adviser in Croydon, Surrey. My core specialisms cover providing independent financial advice, inheritance tax planning, and pension management services. 

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

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

Working as an independent financial adviser, 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 independent financial adviser in Croydon you can trust

My role as an independent financial consultant in Croydon and Surrey is to ensure I take the time to understand your personal, familial, and professional goals, as well as any reservations or anxieties you may have about attaining them.

The process of working with me begins with a no-obligation conversation, so if you are in search of a nearby independent financial advisor, give me a call now at:

A range of financial services to cater to your needs

After our meeting, I will develop a bespoke plan or set of recommendations to help meet and manage your shirt and long term goals.

Whether working with yourself, your family, or for your business, I possess the requisite experience and expertise to aid with a wide area of financial matters , including:

  •  Inheritance Tax advice
  • Pension advice and planning 
  • Wealth management
  • Retirement planning
  • Financial planning

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 Croydon, Surrey?

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

Inheritance Tax Advice and Planning – Croydon & Surrey

In recent years, the volume of individuals and families seeking inheritance tax advice has risen dramatically.  

Inheritance Tax planning is becoming a key financial consideration for high net-worth individuals, families and business owners.  Effective inheritance tax planning can help you mitigate IHT, ensuring you maximise and control the financial legacy you leave behind.

An experienced Inheritance Tax adviser

As an experienced Inheritance Tax adviser can assist you in a number of ways.

I will highlight how effective Inheritance Tax planning isn’t simply about passing on the money you leave behind. It’s also about enjoying your life now and ensuring you have enough to live on in retirement.

Helping you pass on your assets effectively, in a tax-efficient way

If you are looking for Inheritance Tax advice, I could help you to leave the financial legacy you desire and mitigate any liabilities. If you’re considering your financial legacy, you want to keep a degree of control when passing on your assets to your beneficiaries of choice.

You may want your money & assets to be used for a particular purpose, such as:

  • A deposit for a house
  • Your grandchildren’s school fees
  • To maintain the financial stability for the generations you leave behind
  • A charitable gift

What does an IHT adviser do?

Where possible, we advise starting the Inheritance Tax planning process early.

Here are just some of the areas where I  can help you with effective IHT planning:

  • Helping you pass on your financial assets in the most tax-efficient way
  • Workng with you to reduce or manage an IHT bill efficiently and effectively
  • Devising and delivering a bespoke estate plan

Looking for Inheritance Tax planning advice?

Call me today on:  0203 740 5856

About Sterling & Law – independent financial advisers

Since its founding in 1997, the goal of Sterling & Law has always been to use our expertise to assist clients in navigating the financial world’s complexities. We are enthusiastic about financial advice and prioritize our clients’ needs above all else.

Financial planning with us does not have to be a tedious and complex process. Instead, we aim to make organizing your finances a pleasant and effortless experience. To achieve this, we strive to establish a long-term relationship built on trust with you and your family. You can trust us to deliver.

About Andrew Norrtingon – local financial adviser

I have worked in the Financial Services industry since 2007. During this period, I developed a wealth of knowledge, particularly in respect of pre and post retirement planning and have gained significant exposure to a range of different investment and tax planning strategies.

I do not believe in a ‘one size fits all’ solution when it comes to financial planning. My advice is individual, independent and bespoke.

Outside of work, I am a keen golfer (although still far from mastering it!), suffer as a Crystal Palace fan and enjoy skiing and scuba diving.

I am based in Croydon. I will provide you with a free no obligation initial review either by video conferencing or by phone. Post lock-down, I’d be happy to visit you in the comfort of your own home.

Visit my personal website: Sterling & Law – Croydon

Need financial advice?

Call me today on:  0203 740 5856

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Qualifications

Diploma in Regulated Financial Planning (DipPFS) Certificate in Discretionary Investment Management Award in Pensions Update Certificate in Pension Transfer Advice Certificate in Life & Pensions Award in Long Term Care Insurance

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
My adviser is very knowledgeable in the areas of investments and pensions. I found her very thorough and look forward to an ongoing relationship.
AJ - Dartford
5/5
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
5/5
I only wish I had approached Sterling & Law years ago, but was worried that financial advice was exclusively for the wealthy. Anything but! They made me with my meagre pension contributions feel very important. Thank you!
SK - Forest Hill

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