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Independent Financial Adviser (IFA) in Stevenage

Hello, I’m Becky Guy, an independent financial adviser in Stevenage, Hertfordshire. My key areas of expertise are offering independent financial advice, retirement planning services and pension advice. 

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

  • Individuals
  • Families and couples 
  • Company owners & directors

To help you reach your own unique financial and life goals, I provide bespoke financial advice, aligned with your own requirements. As an independent financial adviser in Hertfordshire, my advice is impartial and I only act in your best interests, not mine.

A local financial adviser covering Hertfordshire

My role as an independent financial consultant covering Stevenage & Hertfordshire is to understand your personal, familial and professional goals. Furthermore, I provide support and guidance if you have any reservations or anxieties about attaining them.

The process of working with me begins with a no-obligation conversation. On that basis, if you are in search of a local, experienced independent financial adviser, give me a call now at:

A range of financial services to cater to your needs

Whether working with yourself, your family, or for your business, my experience and expertise enables me to provide financial advice on a variety of financial matters.

After our initial financial consultation, I will develop a bespoke plan or set of recommendations to help meet and deliver on your short and long term goals.

My key areas of expertise are:

  • Independent financial advice 
  • Pension advice and planning 
  • Retirement planning

Other types of financial advice I offer

In addition to the above areas I specialise, I also offer independent financial advice covering:

  • Protection – life, critical illness and income protection
  • Investments – tax efficiency, inflation proofing, diversifying from cash holdings
  • Savings – for longer-term goals, children, grandchildren, tax efficiency
  • Mortgages – residential, buy to let and equity release

Why work with a financial adviser?

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 Stevenage?

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

Retirement planning advice in Stevenage, Hertfordshire

In addition to offering independent financial advice, I offer a tailored retirement planning service. Therefore, if you are planning for, nearing or in retirement, I can help. For many, the importance of receiving retirement planning advice has never been greater. People are living longer, and individuals may need to fund a retirement well more than the usual 20 years.

Tailored retirement planning services

Tailored advice from our independent retirement planners can ensure you are and remain on the path toward the life you desire.

Whether you are pre, at the point of, or currently in retirement, we can help. Our retirement planning specialists are on hand to talk you through the options that best fit your financial means and desires for later life.

Whether you are looking for tailored retirement planning advice, or simply have a question or two, contact our friendly, local financial advisers today.

Working with a retirement planner

As an experienced retirement planning specialist, I will:

  • Meet with you to understand your retirement plans
  • Assess your current financial position and whether you are on track toward your ideal retirement
  • Recommend and manage an appropriate mix of investments and saving strategies
  • Formulate a bespoke retirement plan tailored to your specific goals
  • Review your pensions and provide tailored advice

Looking for a retirement planner in Stevenage, Hertfordshire?

Everything starts with a conversation.

As an experienced retirement planning specialist, I am on hand to help.

Call me today on: 0203 740 5856

About Sterling & Law – local IFAs

Since our establishment in 1997, Sterling & Law has been dedicated to using our expertise to help clients navigate the financial world’s complexities.

We are passionate about financial advice and prioritize our clients’ needs above all else.

Working with us for financial planning does not have to be a tedious and complicated process. Instead, we aim to make managing your finances a seamless and enjoyable experience.

To achieve this, we strive to build a long-term, trusting relationship with you and your family. You can count on us to deliver.

About Becky Guy – local IFA covering Stevenage & Hertfordshire

With over 20 years of experience in providing financial advice for high net worth individuals, I pride myself on the long term relationships I have built with clients over that time.

As an independent financial adviser, the most important aspect of financial planning for me is really getting to know and understand the needs and aspirations of each client. This results in working with them to ensure the most appropriate solutions are found to achieve their goals and reviewed annually to keep on track.

I fully believe that everyone can benefit from financial planning and that you are never too young or too old to start. A good financial review will encompass all aspects of financial life and is inter-generational, starting from junior ISA’s to inheritance tax planning.

I am a member of the Women in Business network and love spending my spare time with friends and family, chauffeuring my two teenage daughters around and walking my unruly dachshund.

Reviews and Ratings for Financial adviser Becky Guy, StevenagesetTimeout(function(){contentLoaded(window, function(e) {vf_get_ratings("MzM4NDk=", "vf-prof-33849")});}, 1500);

Qualifications

CEMAP, Dip.FA, ER1

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 have known my adviser now for a number of years. It was the best recommendation I have ever had. He rescued me (and my finances) from a poor investment portfolio and turned it around completely.
MI - Ealing
5/5
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
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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